BILL ANALYSIS                                                                                                                                                                                                    






                             SENATE JUDICIARY COMMITTEE
                           Senator Ellen M. Corbett, Chair
                              2009-2010 Regular Session


          SB 1166 (Simitian)
          As Introduced
          Hearing Date: March 23, 2010
          Fiscal: Yes
          Urgency: No
          SK:jd
                    

                                       SUBJECT
                                           
                       Privacy: Security Breach Notifications

                                      DESCRIPTION  

          This bill would amend California's security breach notification  
          law to provide that any agency, person, or business required to  
          issue a notification under existing law must meet additional  
          requirements regarding that notification.  This bill would  
          require that security breach notifications be written in plain  
          language and contain certain specified information, including,  
          among other things, contact information regarding the breach,  
          the types of information breached, and, if possible to  
          determine, the date, estimated date, or date range of the  
          breach.  This bill would provide that a security breach  
          notification may also include other specified information, at  
          the discretion of the entity issuing the notification.  

          Under this bill, any agency, person, or business that must  
          provide a security breach notification under existing law to  
          more than 500 California residents as a result of a single  
          breach would be required to submit the notification  
          electronically to the Attorney General.  

                                      BACKGROUND  

          In 2003, California's first-in-the nation security breach  
          notification law went into effect.  Since that time, 45 other  
          states and the District of Columbia, Puerto Rico, and the Virgin  
          Islands have enacted breach notification laws, following  
          California's lead.  California's statute requires state agencies  
          and businesses to notify residents when the security of their  
                                                                (more)



          SB 1166 (Simitian)
          Page 2 of ?



          personal information is breached.  According to Privacy Rights  
          Clearinghouse, more than 346 million records containing  
          sensitive personal information have been involved in security  
          breaches in the United States since January 2005.   

          Although existing law requires state agencies and businesses to  
          notify affected consumers when there is a breach in the security  
          of their information, the law does not contain requirements for  
          the content of those notifications.  This bill is intended to  
          fill that gap by establishing standard, core content for breach  
          notification letters.  

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

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

             Existing law  defines "personal information," for purposes of  
            the breach notification statute, to include the individual's  
            first name or first initial and last name in combination with  
            any one or more of the following data elements, when either  
            the name or the data elements are not encrypted: social  
            security number; driver's license number or California  
            Identification Card number; account number, credit or debit  
            card number, in combination with any required security code,  
            access code, or password that would permit access to an  
            individual's financial account; medical information; or health  
            insurance information.  "Personal information" does not  
            include publicly available information that is lawfully made  
                                                                      



          SB 1166 (Simitian)
          Page 3 of ?



            available to the general public from federal, state, or local  
            government records.  (Civ. Code Secs. 1798.29(e) and (f) and  
            1798.82(e) and (f).)

             Existing law  requires health care facilities to notify a  
            patient if his or her medical information is accessed, used,  
            or disclosed unlawfully or without authorization.  Existing  
            law, which requires the notification to be provided to the  
            patient within five business days after the breach is detected  
            unless notification would impede law enforcement's  
            investigation of the incident, does not specify the  
            information that must be contained in the notification.   
            (Health & Saf. Code Sec. 1280.15.)

             Existing federal law  , the Health Information Technology for  
            Economic and Clinical Health Act (HITECH Act), requires  
            covered entities such as health care providers to notify a  
            patient whose "unsecured protected health information" has  
            been, or is reasonably believed to have been, accessed,  
            acquired, or disclosed as a result of the breach.  The HITECH  
            Act requires that notice of the breach include, to the extent  
            possible, certain items of information, including the type of  
            unsecured protected health information breached and the date  
            of the breach.  (42 U.S.C. 17932(f).)

             This bill would provide that any agency, person, or business  
            required to issue a security breach notification under  
            existing law must also meet certain requirements regarding the  
            notification including that it be written in plain language.   
            This bill would also require that the notification include, at  
            a minimum, the following information: 
             a.   the name and contact information of the reporting  
               agency, person, or business; 
             b.   a list of the types of personal information that were or  
               are reasonably believed to have been the subject of the  
               breach;
             c.   any of the following, if the information is possible to  
               determine at the time the notice is provided: the date,  
               estimated date, or date range within which the breach  
               occurred; 
             d.   the date of the notice; 
             e.   whether the notification was delayed because of an  
               investigation by law enforcement, if the information is  
               possible to determine at the time the notice is provided;
             f.   a general description of the breach incident, if the  
               information is possible to determine at the time the notice  
                                                                      



          SB 1166 (Simitian)
          Page 4 of ?



               is provided; and 
             g.   the toll-free telephone numbers and addresses of the  
               major credit reporting agencies if the breach exposed a  
               social security number, or a driver's license or California  
               identification card number. 

             This bill  would provide that an agency, person, or business  
            may also include the following information in a security  
            breach notification, at its discretion: 
             a.   information regarding what the entity has done to  
               protect individuals whose information has been breached;  
               and 
             b.   advice on steps that the individual may take to protect  
               himself or herself. 

             This bill  would require any agency, person, or business that  
            must provide a security breach notification pursuant to  
            existing law to more than 500 California residents as a result  
            of a single breach of the security system to submit a single  
            sample copy of the notification electronically to the Attorney  
            General.  That copy shall not be considered to be a record of  
            complaint or investigation under the California Public Records  
            Act. 

          2.    Existing law  requires an agency, person, or business to  
            provide breach notification using either written notice,  
            electronic notice, or substitute notice.  An entity may use  
            substitute notice when it demonstrates that the cost of  
            providing notice would exceed $250,000, or that the affected  
            class of persons to be notified exceeds 500,000, or if the  
            entity does not have sufficient contact information.   
            Substitute notice must consist of: (a) e-mail notice when the  
            entity has an e-mail address for the affected individuals; (b)  
            conspicuous posting of the notice on the entity's Web site;  
            and (c) notification to major statewide media. (Civ. Code  
            Secs. 1798.29(g) and 1798.82(g).)
             This bill  would additionally require notification to the  
            Office of Information Security within the office of the State  
            Chief Information Officer when an agency uses substitute  
            notice and notification to the Office of Privacy Protection  
            within the State and Consumer Services Agency when a person or  
            business uses substitute notice. 
          
                                        COMMENT
           
           1.Stated need for the bill  
                                                                      



          SB 1166 (Simitian)
          Page 5 of ?




          The author writes that "at least fourteen states and Puerto Rico  
          have built upon California's model and added more detailed  
          requirements for [security breach notifications (SBNs)] to  
          include certain types of information.  And most of these states  
          require an entity that suffers a security breach to notify a  
          state regulator, such as the Attorney General, as well as the  
          affected individuals."  Furthermore, the author notes:

            Even the federal government has weighed in; as of February 19,  
            2009, for breaches of personal medical information,  
            individuals have to be notified and those notifications must  
            contain certain specified content.  Our law is built on the  
            premise that individuals have a right to know when a data  
            breach has affected them.  Quite simply, in order for  
            consumers to protect themselves from the unauthorized  
            acquisition and use of confidential information, the consumer  
            has to know that an unauthorized acquisition has occurred.   
            Without that knowledge, consumers aren't even aware of the  
            need to protect themselves.

            In the ensuing years, however, a gap has been identified in  
            our state statute.  While current law requires data holders to  
            notify individuals when there has been a data breach of  
            personal information, that same law is silent on what  
            information should be contained in the notification.  As a  
            result, SBN letters vary greatly in the information provided,  
            leaving consumers confused and businesses exposed.   
            Individuals are left to question what information was  
            breached, when did the breach occur, and what should they do  
            to protect themselves.  Moreover data holders are left exposed  
            and uncertain of what is expected of them in the event of a  
            breach.  SB 1166 fills in this gap by establishing standard,  
            core content for the notification letters, thereby ensuring  
            the notifications actually work.  These relatively modest but  
            helpful changes will enhance consumer knowledge about, and  
            understanding of, security breaches and the steps they can  
            take to protect themselves.

          The American Civil Liberties Union supports the bill and notes  
          that when the breach occurred, the type of information breached,  
          and the ability to quickly contact credit reporting agencies are  
          all "critical to helping consumers protect themselves."  

          In addition, there also appears to be evidence that the  
          information provided to consumers in breach notification letters  
                                                                      



          SB 1166 (Simitian)
          Page 6 of ?



          is insufficient.  A 2007 study entitled "Security Breach  
          Notification Laws: Views from Chief Security Officers" by the  
          Samuelson Law, Technology, and Public Policy Clinic, at UC  
          Berkeley School of Law found that 28 percent of consumers who  
          received a breach notification letter did not "understand the  
          data involved or the potential consequences of the breach after  
          reading the letter."

          2.    Standardized content requirements for security breach  
          notifications  

          While existing law imposes requirements for notification of  
          security breaches, it does not contain requirements for the  
          content of those notifications.  This bill is intended to fill  
          that gap by establishing standard, core content for breach  
          notification letters.  Under the bill, breach notification  
          letters sent to consumers must contain: (1) the name and contact  
          information of the reporting agency, person, or business; (2) a  
          list of the types of personal information that were or are  
          reasonably believed to have been the subject of the breach; and  
          (3) the toll-free telephone numbers and addresses of the major  
          credit reporting agencies if the breach exposed a social  
          security number, or a driver's license or California  
          identification card number.  

          The following information must also be included in the  
          notification if the information is possible to determine at the  
          time the notice is provided: (1) a general description of the  
          breach incident; (2) whether the notification was delayed  
          because of an investigation by law enforcement; and (3) any of  
          the following: the date, estimated date, or date range within  
          which the breach occurred. 

          California's Office of Privacy Protection (OPP) suggests  
          including several of these items of information in breach  
          notification letters.  In its "Recommended Practices on Notice  
          of Security Breach Involving Personal Information" issued in  
          June 2009, OPP suggests that the following information should be  
          included in a breach notification letter: 

             1.   a general description of what happened; 
             2.   the specific type of personal information that was  
               involved including, in the case of a breach of  
               financial-related information, a social security number,  
               driver's license or California identification number; 
             3.   what the entity has done to protect the consumer's  
                                                                      



          SB 1166 (Simitian)
          Page 7 of ?



               personal information from further unauthorized acquisition;  

             4.   what the entity will do to assist consumers, including  
               providing a toll-free contact telephone number; 
             5.   information on what consumers can do to protect  
               themselves from identity theft, as appropriate for the  
               specific type of personal information involved.

          Although these best practice guidelines are not regulations and  
          are not binding, they do arguably recognize the important  
          consumer benefits that result when consumers affected by a  
          breach are provided more specific information about the breach.   
          For example, if the breach exposed a social security number,  
          knowing that fact will help a consumer to quickly mitigate any  
          possible harm-such as new account fraud-that may occur as a  
          result of the breach.  Furthermore, a business that currently  
          follows the OPP's Recommended Practices would be in compliance  
          with this bill.  

          Recently enacted federal law also recognizes the importance of  
          standardized breach notices in the context of medical  
          information.  The HITECH Act, enacted as a part of the American  
          Recovery and Reinvestment Act of 2009 (ARRA) (Pub. Law 111-5),  
          established a federal requirement for notification of a breach  
          in the security of health information that is not encrypted or  
          otherwise made indecipherable.  Under the HITECH Act, covered  
          entities such as health care providers must notify each  
          individual whose "unsecured protected health information" has  
          been, or is reasonably believed to have been, accessed,  
          acquired, or disclosed as a result of the breach.  The HITECH  
          Act requires that notice of the breach include, to the extent  
          possible, the following items of information: 

             1.   a brief description of what happened, including the date  
               of the breach and the date of the discovery of the breach,  
               if known; 
             2.   a description of the types of unsecured protected health  
               information that were involved in the breach (such as full  
               name, social security number, date of birth, home address,  
               account number, or disability code); 
             3.   the steps individuals should take to protect themselves  
               from potential harm resulting from the breach; 
             4.   a brief description of what the covered entity involved  
               is doing to investigate the breach, to mitigate losses, and  
               to protect against any further breaches; and 
             5.   contact procedures for individuals to ask questions or  
                                                                      



          SB 1166 (Simitian)
          Page 8 of ?



               learn additional information, which shall include a  
               toll-free telephone number, an e-mail address, Web site, or  
               postal address. (42 U.S.C. 17932(f).)

          Several of the items of information required to be disclosed by  
          SB 1166 are also required to be disclosed under HITECH Act when  
          medical information is breached.  The HITECH Act recognizes-like  
          OPP's Recommended Practices described above-that there are  
          important benefits to consumers when they are provided  
          additional detail if their personal information is breached.   
          Furthermore, this bill's requirements are consistent with the  
          requirements of the HITECH Act.  At the same time, in the case  
          of a breach of medical information, this bill would also provide  
          patients with additional items of information that are not  
          required under the HITECH Act.  Specifically, the bill would  
          require that the breach notification contain the toll-free  
          telephone numbers and addresses of the major credit reporting  
          agencies if the breach exposed a social security number or  
          driver's license or California identification card number.   
          Unlike the HITECH Act, this bill would also require that  
          individuals be told if the notification was delayed as a result  
          of a law enforcement investigation (if that information is  
          possible to determine at the time the notice is provided).  And,  
          this bill would require that the breach notification be written  
          in "plain language," a requirement not contained in the HITECH  
          Act.  It is also important to note that HITECH's notice  
          requirements are qualified and entities must provide the  
          specified information only "to the extent possible."      



          3.    Other states' experience  

          A number of other states have enacted breach notification laws  
          which impose standardized notice requirements.  According to the  
          author's office, 14 other states-including Michigan, New  
          Hampshire, New York, and North Carolina-have breach notification  
          laws which standardize the content of the notices.  Many of  
          these requirements are similar to those proposed by this bill.   
          For example, Hawaii, Iowa, Michigan, North Carolina, New  
          Hampshire, Oregon, Vermont, and Virginia all require that the  
          notice contain a description of the incident in general terms.   
          These same states, plus Maryland and New York, also require that  
          the breach notification contain a description of the type of  
          personal information that was breached.  All of these states,  
          except for Iowa, require that the notice include contact  
                                                                      



          SB 1166 (Simitian)
          Page 9 of ?



          information for the data holder. (See  
          http://www.perkinscoie.com/statebreachchart/.)  

           4.Notification to Attorney General where more than 500  
            California residents affected by a single breach 
             
          This bill would require an agency, person, or business to submit  
          a security breach notification electronically to the Attorney  
          General when more than 500 California residents are affected by  
          a single breach of the security system.  The author indicates  
          that similar provisions are contained in other state breach  
          laws.  For example, several state laws require notification to  
          the Attorney General, credit reporting agencies, and-in the case  
          of New York-the Office of Cyber Security and Critical  
          Infrastructure Coordination.  By requiring notification to the  
          Attorney General in cases where more than 500 California  
          residents are affected by a single breach, this bill would allow  
          the Attorney General to track breaches, look at trends, and  
          investigate a major breach, if he or she deemed it to be  
          necessary.  

          5.    Amendments to last year's SB 20 addressed concerns raised  
            by stakeholders at that time  

          This bill is identical to the enrolled version of SB 20  
          (Simitian, 2008).  When that bill was heard in this committee  
          last year it was opposed by various groups representing the  
          financial, insurance, and technology industries.  As the bill  
          moved through the legislative process, however, the author made  
          several amendments to the bill which addressed opposition  
          concerns raised at that time, including deleting the requirement  
          that the breach notification contain the number of persons  
          affected by the breach.  As a result, there was no listed  
          opposition to the enrolled version of SB 20.  As discussed in  
          more detail in Comment 6, below, the California Hospital  
          Association has an "oppose unless amended" position on SB 1166,  
          although it did not have a position on SB 20. 

          6.   California Hospital Association concerns  

          The California Hospital Association (CHA) opposes this bill  
          unless it is amended to include a specified exemption.  CHA  
          writes that its member hospitals are currently subject to two  
          "extensive sets of requirements" that require notification in  
          the case of security breach.  Specifically, CHA notes that  
          Health and Safety Code Section 1280.15, added by SB 541  
                                                                      



          SB 1166 (Simitian)
          Page 10 of ?



          (Alquist, Ch. 605, Stats. 2008), requires health care facilities  
          to provide notice to a patient if his or her medical information  
          is accessed, used, or disclosed unlawfully or without  
          authorization.  The notice, which must also be provided to the  
          Department of Public Health, must be issued no later than five  
          business days after the breach is detected unless notification  
          would impede law enforcement's investigation of the incident.   
          CHA also notes that the recently enacted HITECH Act requires  
             that specified information be included in the breach  
          notification. (See Comment 2 for additional detail.)  In  
          opposition, CHA writes: 

            CHA opposes subjecting California hospitals to another very  
            specific breach notification requirement, requiring hospitals  
            to report a breach to another government agency, and  
            subjecting hospitals to another set of penalties for each  
            breach. . . .  The continuing and increasing disconnect  
            between state and federal laws forces hospitals to assign  
            increasing numbers of resources (personnel and financial) to  
            the complex preemption and reconciliation tasks required by  
            these laws, thus directing resources away from direct patient  
            care value-added activities or further increasing health care  
            costs.

          As discussed in Comment 2, however, this bill's requirements are  
          consistent with the requirements of the HITECH Act and therefore  
          compliance with both the bill and the HITECH Act should not be  
          overly burdensome.  In addition, in the case of a breach of  
          medical information, this bill would require patients to also be  
          provided with two additional items of information not required  
          under the HITECH Act: (1) the toll-free telephone numbers and  
          addresses of the major credit reporting agencies if the breach  
          exposed a social security number or driver's license or  
          California identification card number and (2) whether the  
          notification was delayed as a result of a law enforcement  
          investigation, if that information is possible to determine at  
          the time the notice is provided.  The author indicates that the  
          bill is not intended to require hospitals to issue more than one  
          security breach notification after a breach.  In fact, it would  
          seem that a hospital could simply issue a single notice  
          containing the items of information required under both this  
          bill and the HITECH Act. 

          CHA also raises concerns that there are timing issues with  
          respect to the issuance of a notice under Health and Safety Code  
          Section 1280.15 (requiring notice within five business days  
                                                                      



          SB 1166 (Simitian)
          Page 11 of ?



          after the breach is detected unless a law enforcement  
          investigation is impeded) and under the HITECH Act (requiring  
          that notice be provided without unreasonable delay and in no  
          case later than 60 calendar days after discovery of the breach).  
           While these timeframes appear to be consistent, any concerns  
          about them relate more to existing law rather than to this bill.  
           This bill does not impose a requirement for notification where  
          one does not now exist, and it does not change the timing of the  
          notice.  Instead the bill imposes requirements concerning the  
          content of the notices that are sent to consumers. 

          7.    Governor's veto of SB 20  

          The enrolled version of last year's SB 20 was identical to the  
          current version of SB 1166.  In vetoing SB 20, the governor  
          stated:

            California's landmark law on data breach notification has had  
            many beneficial results.  Informing individuals whose personal  
            information was compromised in a breach of what their risks  
            are and what they can do to protect themselves is an important  
            consumer protection benefit.  This bill is unnecessary,  
            however, because there is no evidence that there is a problem  
            with the information provided to consumers.  Moreover, there  
            is no additional consumer benefit gained by requiring the  
            Attorney General to become a repository of breach notices when  
            this measure does not require the Attorney General to do  
            anything with the notices.  Since this measure would place  
            additional unnecessary mandates on businesses without a  
            corresponding consumer benefit, I am unable to sign this bill.


          Support  :  American Civil Liberties Union; Consumer Federation of  
          California; Privacy Rights Clearinghouse

           Opposition  :  California Hospital Association

                                        HISTORY
           
           Source  :  Author

           Related Pending Legislation  :  None Known
           
          Prior Legislation  :

          SB 20 (Simitian, 2009) would have required that breach  
                                                                      



          SB 1166 (Simitian)
          Page 12 of ?



          notifications be written in plain language and contain specified  
          information.  The enrolled version of that bill was identical to  
          SB 1166.  This bill was vetoed (See Comments 5 and 6). 

          SB 364 (Simitian, 2008) also would have required that breach  
          notifications be written in plain language and contain specified  
          information.  This bill was vetoed.

          AB 1656 (Jones, 2008) would have, among other things, required a  
          person, business, or agency that maintains personal information  
          to include specified items in a breach notification to the owner  
          or licensee of the information.  This bill was vetoed. 

          AB 779 (Jones, 2007), among other things, would have provided  
          that the Office of Privacy Protection be notified if substitute  
          notice was used and would have required an agency, person, or  
          business that owns, licenses, or maintains personal information  
          related to various payment devices to notify the owner,  
          licensee, or California resident of a security data breach.  The  
          bill would have required that the notification contain certain  
          items of information, including, among other things, when the  
          breach occurred and the categories of personal information  
          breached.  This bill was vetoed.

          AB 2505 (Nunez, 2006) would have provided that the Office of  
          Privacy Protection be notified if substitute notice was used.   
          This bill died on the Senate Floor.

          SB 852 (Bowen, 2006) would have required that a security breach  
          notification be issued regardless of whether or not the data  
          breached was computerized.  The bill would also have required  
          notice to the Office of Privacy Protection.  This bill died in  
          the Assembly Business and Professions Committee.
                                          
                                   **************