BILL ANALYSIS                                                                                                                                                                                                    




                   Senate Appropriations Committee Fiscal Summary
                           Senator Tom Torlakson, Chairman

                                           1168 (Jones)
          
          Hearing Date:  8/30/07          Amended: 8/1/07
          Consultant: Nora Lynn           Policy Vote: Judiciary 3-2
          _________________________________________________________________ 
          ____
          BILL SUMMARY:   
          AB 1168 would impose a number of restrictions on the use of  
          Social Security numbers (SSNs) in public records, requiring they  
          be redacted or truncated prior to filing or disclosure to the  
          public by specified dates. AB 1168 would also require the Office  
          of Privacy Protection (OPP) to create a task force to review the  
          use of SSNs by colleges and universities.
          _________________________________________________________________ 
          ____
                            Fiscal Impact (in thousands)

           Major Provisions         2007-08      2008-09       2009-10     Fund
           SSN redaction          Unknown, potentially significant;Local
                                 offset by fee authorized in bill

          SOS                    Absorbable costs                 Special*

          Task Force                        $51                   General
          _____
          * Business Fees Fund
          _________________________________________________________________ 
          ____

          STAFF COMMENTS: SUSPENSE FILE. AS PROPOSED TO BE AMENDED

          AB 1168 would require all local agencies, except county  
          recorders, to redact SSNs from any records filed with them on or  
          after July 1, 2008, prior to disclosing them to the public and  
          to redact a SSN in any document presented to them for filing  
          after that date. This duty comprises a state-mandated local  
          program. County recorders would be required under AB 1168 to  
          create a dual records system - one, of "official records" which  
          contain SSNs but are exempt from disclosure under the Public  
          Records Act, except as specified; and another, of "public  

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          records" which would be exact electronic copies of the records  
          except with all but the last four digits of the SSN redacted. AB  
          1168 would authorize, if approved by the local board of  
          supervisors, a county recorder to charge up to $1 per document  
          recorded to fund the dual records system until Dec. 1, 2017. 

          AB 1168 would require the Secretary of State (SOS) and Franchise  
          Tax Board (FTB) to truncate (or redact at least the first five  
          digits) SSNs prior to disclosing records to the public.  
          Additionally, the SOS would be required to reject filings made  
          with that office pursuant to the Uniform Commercial Code (UCC)  
          that contain SSNs. 

          Last, AB 1168 requires the Department of Consumer Affairs'  
          (DCA's) Office of Privacy 
          Protection (OPP) to convene a task force to study the use of  
          SSNs by colleges and universities and report to the Judiciary  
          Committees of the Legislature by July 1, 2009, with  
          recommendations on reducing SSNs' collection and use.

          Costs for non-recorder local agencies to strike SSN information  
          from public records consistent with AB 1168's requirements  
          should not be expensive, but that duty does constitute a  
          state-mandated local program. Local agencies are permitted to  
          recoup reasonable copying costs associated with public records  
          requests, but whatever additional costs that would be associated  
          with redaction - staff time, materials, copying - could  
          potentially be sought through the Commission on State Mandates.  
          It's unlikely that these costs will be significant.

          Additional redaction, document storage, and electronic  
          reproduction duties and costs associated with the county  
          recorders' dual records system are unknown, but would be  
          significant. AB 1168 allows recorders, if authorized by their  
          supervisors, to levy a fee of $1 per document filed in the  
          county to fund the cost of the system, but the bill's  
          requirements are not limited to counties with a funding stream  
          and it is unclear if this $1 additional fee will be sufficient  
          to fund the bill's requirements in all counties. 

          In order for SOS to reject filings made pursuant to the UCC  
          through its website that contain SSNs, the office would need to  








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          either purchase or create specialized software that would both  
          recognize the SSNs and then refuse the filing as a result. It's  
          unclear if such software exists, making cost characterizations  
          challenging, but SOS information technology staff project  
          software with the capacity required by the bill could be as much  
          as $500,000 in one-time costs, with $100,000-$200,000 in  
          on-going costs for licensing and staff support. 

          DCA estimates OPP will incur General Fund costs of approximately  
          $51,000 associated with the task force to fund a graduate  
          student assistant for one year, travel for task force members  
          and staff, and materials. Costs for representatives of the  
          University of California, the California State University and  
          the California Community Colleges to participate in the task  
          force should be minor and absorbable.

          AS PROPOSED TO BE AMENDED
          Author's amendments would delete requirements on non-recorder  
          local agencies; limit the documents that recorders have to enter  
          into the dual document truncation system to those dating back to  
          1980 instead of 1962; and deleting requirements on SOS that it  
          reject documents containing SSNs.