BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                            Martha M. Escutia, Chair
                           2003-2004 Regular Session


          AB 578                                                 A
          Assembly Member Leno                                   B
          As Amended July 3, 2003
          Hearing Date: August 19, 2003                          5
          Government Code                                        7
          GMO:cjt                                                8
                                                                 

                                     SUBJECT
                                         
             County Recorders: Electronic Recordation of Recordable  
                                  Instruments


                                   DESCRIPTION  

          This bill would:
           Allow a county to establish an electronic delivery and  
            recordation system for digitized instruments or records  
            that affect the right or title to, interest in or  
            possession of real property;
           Require the Attorney General to adopt regulations for  
            certifying electronic recording delivery systems for  
            security and reliability and to approve computer security  
            auditors that would conduct initial and periodic security  
            testing procedures and audits;
           Require fingerprinting and background checks of  
            authorized users of the electronic recording delivery  
            system;
           Authorize the Attorney General or a district attorney to  
            bring an action for injunctive relief relating to  
            violations, and authorize the Attorney General, District  
            Attorney, or City Attorney to seek a civil penalty of up  
            to $50,000 for a violation of statute or regulations  
            adopted pursuant to statute.
           Establish two pilot projects that would include 12  
            counties, the first to allow the recordation of specified  
            digital electronic records (those created and delivered  
            electronically) subject to the regulations adopted by the  
            Attorney General pursuant to this bill, and the second to  
                                                                 
          (more)



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            allow the use of a postcard notification of property  
            owners that an instrument has been recorded against their  
            property for the purpose of tracking fraudulent  
            recordings.

                                    BACKGROUND  

          This bill is sponsored by the California Association of  
          Realtors, the California Mortgage Bankers Association, and  
          Fannie Mae (FNMA).
          In July 1999 the Attorney General's Task Force on  
          Electronic Recordation presented its recommendations  
          pursuant to the charge given the Task Force by AB 1906  
          (Brewer, Chapter 463, Statutes of 1998).  The Task Force  
          found that electronic recording of real property documents  
          could save local agencies and businesses plenty of time and  
          money. However, the Task Force 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 also approved pilot projects in Orange and San  
          Bernardino counties.  While San Bernardino County's pilot  
          project never got off the ground, Orange County has  
          instituted an electronic recording system that utilizes  
          dedicated transmission lines between specified escrow/title  
          companies and the county recorder's office.  The dedicated  
          lines appear to ensure both (1) the security of document  
          transmission and (2) the identity of the transmitter.   
          According to the Task Force Report, the results of the  
          Orange County pilot project have been promising: decreased  
          costs of doing business, decreased document processing  
          times and expedited public access to records.  However, to  
          date, Orange County has not conducted any penetration tests  
          of the security of its system.

          In the last three years, several bills were introduced to  
          allow specific county recorders to join the pilot projects  
          or establish new ones.  When AB 1732 (Torlakson, 2000) was  
          heard in this Committee, the bill included regulation of  
          systems and contracts by the Attorney General.  The bill  
          died at the Senate desk.

          AB 2614 (Oller, 2000) would have allowed the Placer County  
          recorder to establish a system for electronic recording  
                                                                       




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          that has been reviewed and approved by the Attorney  
          General, and to authorize the Attorney General to suspend  
          use of the system upon a finding that fraudulent activity  
          has 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.  
           The bill was held in this Committee.  Negotiations among  
          the stakeholders ensued during the interim, but the  
          legislation was allowed to die the following year.

          AB 578 is the product of further negotiations among the  
          county clerks, district attorneys, realtors, mortgage  
          bankers, escrow and title companies, to achieve a workable  
          scheme for the electronic recordation of instruments  
          relating to real property.

           
                            CHANGES TO EXISTING LAW
           
           Existing law  requires county recorders to record written  
          documents that transfer title to or impose liens on real  
          property, or give a right to a debt or duty.
           
          Existing law  authorizes county recorders to accept  
          digitized images from any local, state or federal agency,  
          so long as the technology used to create the image conforms  
          to all applicable statutes regulating document reliability.

          The  Uniform Electronic Transactions Act  (UETA) provides  
          rules and procedures for the sending and receiving of  
          electronic records and signatures, the formation of  
          contracts using electronic records, and procedures  
          governing changes and errors in electronically transmitted  
          records.  The UETA applies to all transactions in which  
          records or signatures are electronically transmitted by  
          parties who have agreed to conduct the transaction  
          electronically.
                                                                       




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          Existing law permits the recorders for the counties of  
          Orange and San Bernardino to accept digitized images for  
          recordation provided that the:
          a.  requester submitting the image is an entity or  
          instrumentality of the state or 
            federal government; or
          b.  if the requester is not an instrumentality of state or  
          federal government,
            (1)  the county recorder finds that the requester will  
            submit digitized records 
                in sufficient quantity and will take effective  
                precautions to prevent fraud and forgery  and
             (2)  county recorder determines that accepting digitized  
            images serves the 
               public interest.
               [Government Code Section 27279.1.]
           
          This bill  would allow a county recorder, upon approval by  
          the Board of Supervisors and system certification by the  
          Attorney General, to establish an electronic recording  
          delivery system for digitized electronic records, as  
          defined.

           This bill  would create a pilot project that would allow the  
          county recorder of 12 specified counties to also accept for  
          recordation, using the approved electronic recording  
          delivery system, digital electronic records, as defined.
           
          This bill  would establish standards for approval by the  
          county recorder of an application by a person or entity to  
          be an authorized submitter of electronic documents for  
          recordation and specify guidelines for the county recorder  
          to use when determining whether to enter into an agreement  
          for electronic recordation of documents with an authorized  
          submitter.   The bill  would authorize the county recorder to  
          terminate access of an authorized submitter or  
          representative or to suspend use of the electronic  
          recording delivery system under specified conditions.
           
          This bill  would require the Attorney General to adopt  
          regulations that establish standards for review, approval  
          and certification of electronic recording systems, provide  
          regulatory oversight of those systems, approve a list of  
          computer security auditors as defined, monitor security of  
                                                                       




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          those systems and evaluate the pilot project relating to  
          recordation of digital electronic records by 12 counties  
          and report the results to the Legislature by June 30, 2007.
           
          This bill  would authorize a pilot project involving 11  
          counties, that would allow the recorder to require, as a  
          condition of recording a deed, quitclaim deed, or deed of  
          trust, that the party recording the document notify the  
          party who executed the instrument by postcard mailing, and  
          require the participating counties to report to the  
          Legislature by June 30, 2007, regarding discovery of  
          fraudulent instruments as a result of the notices.  It  
          would also authorize the pilot project counties to collect  
          a fee not to exceed the cost of the notice or $4, whichever  
          is less, for this purpose.

           This bill  would authorize county reimbursement to the  
          Attorney General for certifying a proposed electronic  
          recording delivery system and for monitoring the system  
          once implemented.  It would authorize the Attorney General  
          to charge a fee to cover the costs of processing  
          fingerprint and background checks and for storing and  
          maintaining applicant records.

           This bill  would authorize the county to impose a fee of up  
          to $1 for each instrument recorded by the county, which may  
          be limited to those recorded using the electronic recording  
          delivery system at the county's option.  It also would  
          authorize the county to charge a fee on any vendor seeking  
          approval of software or other services as part of an  
          electronic recording delivery system and to charge a fee on  
          any person seeking approval as an authorized submitter.

           This bill  would authorize the Attorney General, in the  
          event of an emergency involving multiple fraudulent  
          transactions linked to one county's use of an electronic  
          recording delivery system, to suspend the use of the system  
          in any county or in multiple counties, for a period of up  
          to seven calendar days.

           This bill  would authorize the Attorney General, a district  
          attorney, or city prosecutor to seek civil penalties of  
          $50,000 for each violation of this bill or its implementing  
          regulations, and establish factors for a court to consider  
          when imposing this penalty.
                                                                       




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           The bill contains an urgency clause, for the purpose of  
          allowing county recorders to implement electronic recording  
          delivery systems at the earliest possible time in order to  
          alleviate fiscal constraints.

                                         

                                    COMMENT
           
          1.    Need for the bill
           
            According to the Attorney General's Report to the  
            Legislature on Electronic Recordation, "[t]he rapid  
            advance of telecommunication technologies has made it  
            possible to file property documents from remote  
            locations?Using such media as dedicated lines, email, and  
            the Internet, businesses and local government agencies  
            should be able to implement considerable efficiencies on  
            behalf of all those dealing with property records in the  
            state?However, the use of these new technologies, while  
            providing opportunities for substantial improvement of  
            service, also creates the possibility of exposing the  
            most sensitive of public records - property documents -  
            to corruption, damage, or destruction.  The  
            implementation of any method of electronic recording  
            must, therefore, proceed with caution and with serious  
            attention to maintaining the security of the public's  
            official records in order that the integrity of our  
            property records not be dangerously compromised."

            This bill results from many months of negotiations among  
            the stakeholders of an electronic recording system, and  
            after several bills were abandoned on the way to the  
            Governor's desk.  While some county recorders and real  
            property brokers have claimed current statutes permit  
            e-recording of documents, the Attorney General opined in  
            September, 2002 that the county recorder has no authority  
            to engage in electronic recordation of documents, except  
            for the counties of Orange and San Bernardino which were  
            authorized by statute to implement pilot programs. The  
            author states that AB 578 will "resolve the ambiguity in  
            favor of the ability to use e-recording, and set out  
            guidelines for such programs."

                                                                       




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            The bill contains a comprehensive scheme for the  
            regulation of electronic recordation of digitized  
            documents (those paper documents that are scanned and  
            transmitted electronically) that would apply statewide,  
            and the recordation of digital documents (those created  
            and transmitted electronically) in a limited number of  
            counties.

          2.    High-tech in the county recorder's office: the  
            electronic recording delivery system
           
            This bill would revolutionize the recordation of real  
            property documents by county recorders on a statewide  
            basis.  While faxed documents have been accepted in the  
            courts and in other settings on a regulated basis, real  
            property documents have been recorded only in their  
            original paper form (except for those recorded  
            electronically as part of the Orange County pilot  
            project).  Even Fannie Mae, whose representatives contend  
            that they are already conducting electronic recordation  
            of real property documents, can point only to an  
            insubstantial use of the system in a few states.

            This bill has been forged by the various parties  
            interested in an efficient, convenient and secure system  
            of recordation of electronically created or transmitted  
            documents.  The Attorney General and the district  
            attorneys, specifically, have been concerned that the  
            systems designed for use by the county recorders contain  
            safeguards prior to implementation, are monitored  
            continually for any fraudulent use, and is able to be  
            suspended when suspected fraud surfaces.

             a.    Electronic Recording Delivery System (ERDS)  
               requirements

                This bill would establish the requirements for an ERDS  
               to be approved by the Attorney General.  Those are:
                     A contract between the county recorder and an  
                 "authorized submitter" that requires identification  
                 and supervision of authorized staff, mutually agreed  
                 upon standards of operation of the system,  
                 permission by the authorized submitter for security  
                 testing, termination of the contract, and submission  
                 by the authorized submitter to the jurisdiction of  
                                                                       




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                 California courts as to any civil cause of action  
                 related to the ERDS.
                     The county recorder must demonstrate, through  
                 the evaluation of its proposed system by a computer  
                 security auditor selected from a list compiled by  
                 the Attorney General, that the ERDS is secure and  
                 system certification has occurred.  The AG must  
                 provide a list of computer security auditors within  
                 90 days of a request by a county recorder.
                     The proposed ERDS must comply with the  
                 regulations adopted by the Attorney General pursuant  
                 to this bill.
                     The ERDS must be subject to an audit at least  
                 once during the first year and periodically  
                 thereafter, as required by regulation and the  
                 computer system certification by a computer security  
                 auditor.

             b.    Staff security requirements: no conviction of  
               felony, theft, fraud or crime of moral turpitude

                Under this bill, all individuals who would be handling  
               documents at both ends of a transmission must have  
               security access authority in order to use the ERDS,  
               including the authorized submitter, authorized  
               representative (of the submitter), and the computer  
               security auditor.  Although the proponents state that  
               even the county recorder's staff assigned to  
               electronic recording is covered by this requirement,  
               this is not clear from the language of proposed  
               Section 27395(a).

               SHOULD THIS BE CLARIFIED?
               To gain security access authority, these individuals  
               must submit to fingerprinting and a criminal record  
               check for felonies or misdemeanors relating to theft,  
               fraud, or a crime of moral turpitude, including any  
               record of a previous out-of-state conviction.  The  
               Attorney General would be the agency responsible for  
               these background checks (and for subsequent arrest  
               notification), and would deliver written notification  
               of the results of the records search to the  
               individual's employer, the authorized submitter, and  
               to the county recorder.

                                                                       




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                Suggested Amendment:  The Attorney General has  
               requested amendments to delete the current language of  
               the bill pertaining to fingerprinting and background  
               checks, and replace it with language that the Attorney  
               General has drafted and is using for other bills that  
               deal with fingerprinting and background checks.  The  
               new language incorporates the current procedure  
               followed for such activities.

             c.    Delivery of electronically recorded documents

                Under this bill, once the digitized electronic record  
               or digital electronic record of a real property  
               document has been recorded, the county recorder would  
               transmit the recorded document back to the authorized  
               submitter or authorized representative or government  
               agency that requested the recordation.

               This bill would then require the recipient of the  
               recorded document (i.e., the "authorized submitter" or  
               "authorized representative") to deliver by mail or  
               electronically a copy of the recorded document to the  
               person specified on the instructions for mailing upon  
               completion of recording.

               This provision is what would create great cost  
               efficiencies for the county recorders. Currently,  
               paper documents are delivered to the county for  
               recording and after recordation the county recorder  
               mails the original recorded document to the person  
               specified on the document. This bill would eliminate  
               any requirement for the county recorder to mail the  
               original document back, because the original is in the  
               custody of the authorized submitter.  Thus, the county  
               recorder would save not only the cost of mailing the  
               document, but more importantly, personnel costs.  On  
               the other hand, the authorized submitter would  
               normally have to mail a thick package of documents to  
               the property owner anyway, and the inclusion of the  
               recorded document (which could be no more than 3 or 4  
               pages) would not create a new or insurmountable  
               burden.



                                                                       




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          3.    What documents may be recorded using the ERDS

             a.    Digitized and digital electronic records  

               This bill would allow county recorders to establish an  
               electronic recording system to record two types of  
               electronic documents pertaining to real property:

               i)   digitized electronic records, which are scanned  
                 images of original paper documents

                 These documents may be recorded by any county  
                 recorder using an electronic recordation delivery  
                 system, approved by the Board of Supervisors and  
                 certified by the Attorney General.

               ii)  digital electronic records, which are records  
                 that are created, generated, sent, received, or  
                 stored by electronic means but not created in  
                 original paper form

                 These documents may be recorded under the same  
                 conditions as digitized electronic records, but only  
                 in the counties of Alameda, El Dorado, Fresno, Los  
                 Angeles, Orange, Placer, Riverside, San Bernardino,  
                 San Mateo, Santa Clara, Tulare, and Ventura.   
                 Further, participation in this pilot project would  
                 be limited to the following "authorized submitters":  
                  a title insurer or underwritten title company, or  
                 an entity, agency, branch or instrumentality of  
                 local, state, or federal government.

                 The pilot project would be evaluated by the Attorney  
                 General and a report provided to the Legislature by  
                 June 30, 2007.  The bill would provide, however,  
                 that any system that is in place and operating as of  
                 that date may continue in operation until December  
                 31, 2010.  On January 1, 2011, the pilot project  
                 would sunset.

            b.    Specific documents may be recorded in either form by  
            all counties  

               Under AB 578, three real estate documents may be  
                                                                       




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               recorded by all counties using an approved electronic  
               delivery recording system, whether they are digitized  
               electronic records or digital electronic records:  
               reconveyances, substitution of trustees, and  
               assignment of deeds.  These are documents related to  
               refinancing of property, which constitute the bulk of  
               the recordings that are requested today.  

               This provision is in the bill at the request of  
               mortgage lenders and government entities such as  
               Fannie Mae.  Because of the high volume of refinancing  
                                                                    that is occurring under current economic and market  
               conditions, proponents believe that efficiency and  
               convenience of recording both digitized and digital  
               electronic records of these documents would increase  
               geometrically with passage of this bill.

             c.    Document origination and submitter must be in the  
               United States  
                  
               The bill would restrict the source of the electronic  
               documents that may be recorded, by specifying that  
               only those documents that are originated and submitted  
               from within the United States may be recorded using  
               the approved system.  This provision would add another  
               measure of security to the scheme proposed by this  
               bill, by preventing submissions of fraudulent  
               electronic records from outside the country.

          4.    Who may use electronic recording  

            Under AB 578, only "authorized submitters" and their  
            "authorized representatives" may deliver documents to a  
            county recorder for electronic recording.  An authorized  
            submitter is any person or entity with whom the county  
            recorder has signed a contract to accept deliveries of  
            and record digitized or digital electronic records  
            affecting real property titles or liens.  Thus, a  
            licensed realtor or title insurance company, among other  
            businesses, may seek to become authorized submitters.

             a.    County recorder may contract with any person  
               qualified to be an authorized submitter  

               AB 578 enumerates some factors that a county recorder  
                                                                       




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               must consider in determining whether or not to enter  
               into an agreement with a person or entity that desires  
               to be an authorized submitter.  Those factors are:

                     Whether accepting electronically delivered  
                 records from the applicant is in the best interest  
                 of the county and the public;
                     Whether the applicant has effective security  
                 precautions in place to safeguard potential fraud  
                 and forgery of documents during the recordation  
                 process;
                     Whether the applicant demonstrates sufficient  
                 financial ability to indemnify losses for which it  
                 is responsible that might be suffered by the county  
                 or members of the public;
                     Whether the volume and quality of electronic  
                 records to be submitted will be sufficient to  
                 warrant use of the ERDS;
                     Whether factors of cost, capacity or security  
                 require limitation of providing access to persons or  
                 entities that request participation in the ERDS,  
                 based on past history and business reasons for  
                 recording documents;
                     Whether the applicant is legally authorized to  
                 conduct business in the state.

               SHOULD THE RECORDER ALSO CONSIDER WHETHER THE PARTY  
               WILL SUBMIT DOCUMENTS GENERATED BY OUTSIDE SOURCES?

               This latter eventuality could lead to cases of fraud.  
               (See Comment 5.)

               The fact that a county recorder has entered into a  
               contract with an applicant (who then becomes an  
               authorized submitter) for the use of an ERDS does not  
               mean that a proposed system is fully operational.  The  
               proposed system must be thoroughly evaluated by a  
               computer security auditor, reported to the Attorney  
               General, the Board of Supervisors of the county, and  
               the district attorney, and eventually certified by the  
               Attorney General.  

             b.    Terminating or suspending a contract or access to  
               the ERDS

                                                                       




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                Under this bill, a county recorder has broad powers to  
               terminate access to an ERDS, or any part of the system  
               and may terminate access of any authorized submitter  
               or authorized representative, at any time he or she  
               deems it necessary:
                     To protect the public interest;
                     To protect the integrity of public records;
                     To protect homeowners or real property owners  
                 from financial harm; or
                     In the event an authorized submitter or its  
                 agents or employees violates any rules or  
                 regulations established by the county recorder for  
                 maintenance of the system or any term of the  
                 contractual agreement between the county and the  
                 authorized submitter.

               In addition, if the county recorder, a computer  
               security auditor, a district attorney, or the Attorney  
               General reasonably believes that an ERDS is vulnerable  
               to fraud or intrusion, each of them shall be notified  
               and the county recorder would be required to take the  
               necessary steps to guard against compromise of the  
               ERDS, including, if appropriate, suspension of the  
               system.

               By allowing suspension of a system in use, the bill  
               addresses situations where an approved system, because  
               of a defect, causes not fraudulent activity but simple  
               failures to record, or faulty recordation.  Such  
               mistakes would be attributed to defects in capacity or  
               reliability and not to defects in security.  While the  
               Attorney General would be limited, under a different  
               provision, to a seven-day suspension in the event of  
               multiple transactions involving fraud, this provision  
               does not specify the length of time that use of a  
               system would be suspended.

                Suggested amendment  : To clarify this point, the  
               following is suggested:

               On page 11, line 12, after "system" insert: 

               until the system is recertified by the computer  
               security auditor to meet all applicable standards of  
               security and reliability.
                                                                       




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               This amendment should also be made to the provision  
               authorizing the Attorney General to suspend the system  
               for up to seven days, in the event seven days is not  
               sufficient to recertify the system as operational.  
               (See Comment 5c.)

          5.    Fraud issue for consideration   

            The most difficult problem that proponents of electronic  
            recordation of real estate documents had to surmount in  
            drafting this bill was how to ensure that fraudulent  
            documents are not recorded using the electronic system.   
            County recorders contend that, under existing law  
            governing paper documents, a recorder has only the  
            ministerial duty to record a document that appears  
            correct on its face, upon payment of proper fees.  In  
            essence, the burden of authenticating the documents falls  
            on the "authorized submitter" who wants to use the ERDS  
            for convenience and speed.  An "authorized submitter"  
            that contracts with a county recorder for use of the ERDS  
            thus is necessarily licensed in the State of California  
            (see Comment 4a), and any fraudulent recordation enabled  
            by an authorized submitter or its authorized  
            representatives would jeopardize the submitter's license  
            through action by other regulatory agencies.

            However, the victim of real estate fraud, specifically  
            the recordation of a fraudulent digitized or digital  
            electronic record using the system authorized by this  
            bill, would have little or no recourse to recover any  
            losses resulting from e-recording of a fraudulent  
            document.  All who participated in the construction of  
            this bill agree that the victims' compensation fund now  
            lodged in the Department of Real Estate (which deals with  
            actions of real estate brokers) does not and would not  
            address this issue.  Thus, the creation of a specific  
            real estate fraud victims' fund, whether located in the  
            State Victims Compensation Fund or wherever appropriate,  
            should be an important component of this bill.

            SHOULD A REAL ESTATE RECORDING FRAUD VICTIMS'  
            COMPENSATION FUND BE CREATED, TO RECEIVE THE CIVIL  
            PENALTIES AND DEDICATED FEES CREATED BY THIS BILL?
          6.   The Attorney General's role
                                                                       




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             In previous incarnations of this electronic recording  
            bill, the Attorney General was to authorize software to  
            be used for the system, develop a standardized contract  
            for use by county recorders, and in general be the  
            regulator of the county recorders.  This approach was  
            resisted by the county recorders, who are themselves  
            elected officials.
             
            This bill still contains some of the earlier regulatory  
            aspects attributed to the Attorney General, but leaves  
            the contents and parameters of the contract between the  
            county recorder and authorized submitters to the county  
            recorder's discretion.

             a.    Adopt regulations establishing standards  
               establishing standards and regulatory oversight of  
               systems

                In consultation with the California County Recorders  
               Association and the California District Attorneys  
               Association, the Attorney General would adopt  
               regulations establishing standards for:

               i)   the review and approval of authorized submitters  
                 and authorized representatives; and
               ii)  the review and approval by a county recorder of  
                 systems and processes to conduct electronic  
                 recording.

                 These regulations would require that an ERDS meet  
                 minimum standards for security, capacity, uniformity  
                 and reliability, including standards for and  
                 frequency of security testing.  These are the  
                 factors that the Task Force on Electronic Recording  
                 suggested would be critical elements of a system  
                 that would meet the twin goals of efficiency and  
                 integrity.

                 In addition, the regulations may provide for initial  
                 certification of vendors offering software and other  
                 services to counties for electronic recording  
                 delivery systems, and for guidelines related to  
                 source codes.

                                                                       




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               The regulations adopted would provide for the review  
               and certification of a system to be used by a county.   
               Under the bill, a computer security auditor must  
               assess a proposed system for security, reliability,  
               and capacity and submit a report on the system's  
               vulnerability as well as make recommendations to the  
               Attorney General, the county board of supervisors, and  
               the district attorney.  The Attorney General would  
               then review the system as to all other requirements  
               established by regulation and, if those requirements  
               are met, issue a certification. 

               Additionally, the regulations would provide for the  
               regulatory oversight of the systems, after they have  
               been installed and implemented by the county  
               recorders.

             b.    Monitoring and enforcement: authority to seek  
               injunctive relief and $50,000 civil penalty

                As the regulatory authority for counties' electronic  
               recording delivery systems (ERDS), the Attorney  
               General would monitor the security of all systems  
               statewide, in cooperation with the county recorders.   
               The bill does not specify the frequency of security  
               testing that must be performed, but leaves that item  
               for negotiation between the Attorney General and the  
               county recorder as part of the certification process.

               Should there be some emergent problem involving  
               multiple fraudulent transactions, the Attorney General  
               (AG) would be authorized to suspend the use of the  
               ERDS by one or more affected counties for up to seven  
               days.

                Suggested Amendment:  see Comment 4b.

               Additionally, the AG or a district attorney would be  
               authorized to seek declaratory or injunctive relief,  
               restitution, rescission, or other equitable relief  
               pertaining to an alleged violation of the provisions  
               of this bill or the regulations adopted pursuant  
               thereto.

               Lastly, the AG or district attorney or city attorney  
                                                                       




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               would be authorized to seek a civil penalty of up to  
               $50,000 for a violation of the provisions of this bill  
               or its implementing regulations.  The bill provides  
               guidance to the court in making a determination of the  
               appropriate amount of the civil penalty, such as the  
               nature and seriousness of the misconduct, number of  
               violations, persistence of misconduct, willfulness of  
               the misconduct, and the defendant's ability to pay.

               The California Land Title Association, in opposing the  
               bill, is concerned about this civil penalty provision,  
               contending that any civil action by the AG, DA or city  
               prosecutor would soon be followed by a Business and  
               Professions Code Section 17200 action.  This is a  
               specious argument, retorts the supporters of the bill,  
               as it has been clear from the beginning that Section  
               17200 actions have no place in this bill.

                Suggested amendment:  In order to remove any  
               insinuations that this civil penalty provision would  
               encourage "bounty hunting" by the AG, DA or city  
               prosecutor, it is suggested that any civil penalty  
               collected pursuant to this provision be deposited into  
               the State Victims Compensation Fund, to be targeted  
               specifically to compensate victims of real estate  
               fraud, or to a specified "real property fraud victims  
               fund" if the SVCF is not available for non-violent  
               fraud victims.  Supporters and the author have  
               indicated a willingness to take this amendment.

               SHOULD ANY CIVIL PENALTY COLLECTED BE DEPOSITED INTO  
               THE STATE VICTIM COMPENSATION FUND OR OTHER  
               APPROPRIATE FUND, SPECIFICALLY FOR REAL PROPERTY FRAUD  
               VICTIMS?

            f.    Evaluation of pilot projects

                AB 578 would establish pilot projects in 12 counties  
               to conduct electronic recording of both digitized  
               electronic records and digital electronic records,  
               subject to the terms of this bill and the implementing  
               regulations adopted by the Attorney General.  Any  
               pilot project existing on June 30, 2007 would be  
               allowed to operate until December 31, 2010.

                                                                       




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               The Attorney General would be required to evaluate  
               electronic recording delivery systems for all  
               counties, including the pilot project counties, and  
               report to the Legislature on or before June 30, 2007,  
               so that the Legislature may consider whether to  
               expand, extend, limit or terminate the projects and  
               whether to revise the enabling statutes.

          7.    Postcard notification pilot project

             Los Angeles County has been using postcard notification  
            to record owners of property when a document affecting  
            title to the property is recorded.  According to  
            supporters of this bill, the practice has received  
            widespread approval, and has resulted in the discovery of  
            numerous fraudulent real property recordings in the  
            county. 

            This bill would create a pilot project in 11 other  
            counties to allow those counties to send postcard  
            notification to record owners similar to that already  
            used in Los Angeles County.  The project would be funded  
            by the addition of a fee for the cost of the notice, but  
            not exceeding $4, to the recording fee.  The involved  
            counties would report to the Legislature on or before  
            June 30, 2007 regarding the discovery of fraudulent  
            deeds, quitclaim deeds and deeds of trust.

            These pilot project counties are the same as the other  
            pilot project, without Los Angeles County.  The  
            California District Attorneys Association, supporters of  
            this bill, believes that postcard notification is a very  
            important tool for law enforcement to discover fraud in  
            the real property business.  Further, they state that the  
            sooner a homeowner is aware their property may be the  
            subject of fraudulent activity, the sooner they are able  
            to seek aid through civil remedies and report the  
            possible crime to law enforcement.  "Knowledge of the  
            recordation of fraudulent documents is essential to a  
            homeowner's ability to protect their ownership and  
            financial interest in their homes," the CDAA contends.

            It has been suggested that counties charge a full fee of  
            $4 for this postcard notification (rather than a lesser  
            fee totaling the county's cost for the notice), with any  
                                                                       




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            amount over the actual cost of the notice dedicated to  
            the real estate fraud victims fund described in Comment  
            5e.

            SHOULD A $4 FEE BE CHARGED FOR POSTCARD NOTIFICATION,  
            WITH THE EXCESS OVER COSTS DEDICATED TO A REAL PROPERTY  
            FRAUD VICTIMS FUND?

            In the case of Los Angeles County, it already charges in  
            excess of $4 (the county charges up to $7), because the  
            fee covers other programs such as a consumer information  
            unit in the real estate division, etc.  For Los Angeles  
            County then, a specified amount should probably be added  
            for dedication to this real property fraud victims fund.

          8.    Who will pay for this new recording system?

             a.    Fees that may be imposed by county

                The bill would allow a county to impose a fee of $1 on  
               every instrument to be recorded, but at the county's  
               option, impose those fees only on documents that are  
               to be recorded using the ERDS.

               Additionally, the county may impose a fee on a vendor  
               seeking approval of software and other services  
               related to the ERDS, and a fee on a person seeking  
               approval as an authorized submitter.

               The total fees collected by a county recorder under  
               this fee provision would be limited to the "reasonable  
               total costs of the electronic recording delivery  
               system, the review and approval of vendors and  
               authorized submitters, security testing as required?  
               and reimbursement to the Attorney General for  
               regulation and oversight" of the ERDS.

               The fee for the postcard notification pilot project  
               would be separate from the fees collected for  
               implementation of the ERDS in a county.

            b.    Fees that may be collected by the Attorney General

                Besides reimbursement from the counties for the cost  
               of adopting regulations and performing various duties  
                                                                       




          AB 578 (Leno)
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               under this bill, the Attorney General would be  
               authorized to charge a fee "sufficient to cover the  
               cost of processing the fingerprint submission and to  
               cover the cost of the Department of Justice  
               maintaining and storing all applicant records."

               The goal behind this provision is to make the Attorney  
               General's role in the implementation of electric  
               recording in the state cost-neutral.

          9.    No disclaimer or waiver of rights allowed in title  
            insurance policy or escrow instructions

             This bill would prohibit any waiver or disclaimer of any  
            right to recover damages related to an electronic  
            recording delivery system in any title insurance policy,  
            escrow instruction, or other document pertaining to the  
            real estate transaction.

          10.    Amendment to remove urgency clause

             This bill contains an urgency clause, based upon the need  
            of county recorders to implement electronic recording at  
            the earliest possible time and achieve cost efficiency in  
            these times of fiscal constraints.

            However, the Attorney General would necessarily require  
            at least six months to draft and adopt implementing  
            regulations as required by the bill.  Thus, it is  
            suggested that the urgency clause be deleted and replaced  
            by a provision that, except for the provision relating to  
            the adoption of regulations by the Attorney General, all  
            other provisions would become effective July 1, 2004.

            SHOULD THE URGENCY CLAUSE BE REPLACED WITH THIS LANGUAGE?

          11.   Suggested technical amendments:  

            On page 4, line 1, after "person" insert:entity
            On page 6, 24, after "General" insert:and the county  
            recorder
            On page 6, lines 36 and 38, and on page 7, line 3, strike  
                      out "person or entity" and insert:applicant
            On page 7, line 18, strike out "authorized submitter" and  
            insert:                                            
                                                                       




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            applicant
            On page 8, line 6, strike out "substitutions" and insert:  
                                                         substitution
            On page 8, line 6, strike out "deeds" and insert:deed
            On page 9, line 7, strike out "documents" and insert:    
                      provides written evidence
            On page 9, lines 10 and 11, strike out "submitter or  
                      authorized staff" and insert:authorized  
                      submitter, authorized representative, or  
                      authorized county staff
            On page 10, line 2, strike out "security" and insert:  
            computer security
            On page 11, line 24, after "name" insert:, address, and  
            telephone number
            On page 11, line 26, after "county" insert:and state
            On page 18, line 31, after the period, insert:  For  
                      purposes of Section 27279, "digitized  
                      electronic records" and "digital electronic  
                      records" as defined in this article shall be  
                      construed as one and the same.
           
           
          Support:  County Recorders' Association of California;  
                 California Business Properties Association;  
                 California District Attorneys Association (CDAA);  
                 County of Riverside Assessor-County Clerk-Recorder;  
                 County of Sacramento; Los Angeles County District  
                 Attorney's Office; California Bankers Association;  
                 Contra Costa County Clerk-Recorder; Office of the  
                 Attorney General; County of San Bernardino  
                   Auditor/Controller-Recorder; County of San Diego  
                 Assessor/Recorder/County Clerk; El Dorado County  
                 Recorder-Clerk; Alameda District Attorney's Office;  
                 Orange County District Attorney's Office; County of  
                 Placer; Charter One Mortgage; Citimortgage; First  
                 American Title Insurance Company - Utah Division;  
                 Peelle Management Corporation; American Release  
                 Corporation: Alliance Mortgage Company

          Opposition: California Land Title Association

                                     HISTORY
           
          Source: California Association of Realtors; California  
                Mortgage Bankers Association; Fannie Mae  
                                                                       




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                (co-sponsors)

          Related Pending Legislation: None Known

          Prior Legislation: See Background

          Prior Vote: Asm. L. Gov. (Ayes 9, Noes 0)
                    Asm. Appr. (Ayes 25, Noes 0)
                    Asm. Flr. (Ayes 78, Noes 0)
                    
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