BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 1166
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          Date of Hearing:   June 15, 2010

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                SB 1166 (Simitian) - As Introduced:  February 18, 2010

           SENATE VOTE  :  31-5

           SUBJECT  :  Personal Information: Privacy

           KEY ISSUE  :  Should California's Security Breach Notification law  
          be amended to require that notices be written in plain language  
          and contain standard information that is useful to the affected  
          person?  

           FISCAL EFFECT  :  As currently in print this bill is keyed fiscal.  


                                      SYNOPSIS
          
          This bill would strengthen California's existing breach  
          notification law by requiring notices to contain specified  
          information.  Existing law requires any agency, person, or  
          business that keeps or maintains the personal information of  
          California residents to notify affected residents in the event  
          the data is compromised by a security breach.  This bill would  
          require the notice to be written in plain language and include  
          useful information about the nature of the breach and contact  
          information that allows the affected person to take corrective  
          action.  In addition, sample copies of the notification would be  
          sent to the Attorney General in cases that affect more than 500  
          persons.  Furthermore, if substitute notice is used, which is  
          generally permitted in cases that affect large numbers of  
          persons, a copy would be provided to the Office of Information  
          Security.  This bill is identical to the enrolled version of  
          last year's SB 20 by the same author.  Despite the fact that the  
          author took several amendments to remove most if not all of the  
          opposition, the bill was nevertheless vetoed by the Governor on  
          the grounds that it was "unnecessary," because, the Governor  
          believed, there was no evidence of any problem with the notices  
          that are provided now under existing law.  It should be noted,  
          however, that  none  of the groups that opposed SB 20 when it  
          appeared before this Committee last year oppose it now.  Only  
          the California Hospital Association (CHA) - which did not take a  
          position on last year's bill - remains opposed unless the bill  








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          is amended to exempt hospitals who, CHA contends, must already  
          comply with substantially similar breach notification rules as  
          HIPAA-covered entities.  The analysis recommends an amendment  
          specifying that if HIPAA-covered entities meet the federal  
          notice content requirements, they will be deemed to have  
          complied with the notice content requirements of this bill.  The  
          bill is supported several privacy rights and consumer groups.

           SUMMARY  :  Requires that a notice required under California's  
          data security breach law must contain specified information and  
          a copy of the notice must be sent to appropriate state agencies,  
          as specified.  Specifically,  this bill  :   

          1)Provides that when an agency, person, or business is required  
            to issue a data security breach notification pursuant to  
            existing law, that notification must be written in plain  
            language and shall 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 a  
               breach.  
             c)   The date, estimated date, or date range within which the  
               breach occurred, if that information is possible to  
               determine at the time the notice is provided.
             d)   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.
             e)   A general description of the breach incident, if that  
               information is possible to determine at the time the notice  
               is provided. 
             f)   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 state  
               identification card number. 

          1)Provides that, at the discretion of the reporting agency,  
            person, or business, the notification may include other  
            information, including information about what the agency has  
            done to protect the individuals affected by the breach and  
            what steps those individuals may take to protect themselves. 

          2)Provides that an agency, person, or business that is required  








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            to issue a data security breach notification to more than 500  
            California residents must also submit a notification to the  
            Attorney General, as specified. 

          3)Provides that if substitute notice is used, as permitted by  
            existing law, then the reporting person, business, or agency  
            must also provide notification to the Office of Information  
            Security within the office of the State Chief Information  
            Officer. 

           EXISTING LAW  : 

          1)Requires any state agency that  owns or licenses  computerized  
            data that includes personal information to disclose any breach  
            of the data to any resident of California whose unencrypted  
            personal information was, or is reasonably believed to have  
            been, acquired by an unauthorized person.  Requires any state  
            agency that  maintains  , but does not own, personal information  
            to notify the owner or licensor of the data of any breach.   
            Provides further that disclosure shall be made in the most  
            expedient time possible and without unreasonable delay.   
            (Civil Code Section 1798.29.)

          2)Requires any person or business that conducts business in  
            California, and that  owns or licenses  computerized data that  
            includes personal information to disclose any breach of the  
            data to any resident of California whose unencrypted personal  
            information was, or is reasonably believed to have been,  
            acquired by an unauthorized person.  Requires any person or  
            business that  maintains  , but does not own, personal  
            information to notify the owner or licensor of the data of any  
            breach.  Provides further that disclosure shall be made in the  
            most expedient time possible and without unreasonable delay.   
            (Civil Code Section 1798.82.) 

          3)Provides that notice required under the above provisions may  
            be made by written notice or electronic notice, if the latter  
            is consistent with federal electronic signature standards.  
            Provides, however, that substitute notice may be used if the  
            person, business, or agency determines that the cost of  
            providing notice would exceed $250,000 or that the affected  
            class of subject persons exceeds 500,000, or the person,  
            business, or agency does not have sufficient contact  
            information.  (Civil Code Sections 1798.29 (g) and 1798.82  
            (g).)








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          4)Provides that substitute notice, when used, shall consist of  
             all  of the following:

             a)   E-mail notice when the e-mail address of subject persons  
               is known.
             b)   Conspicuous posting of the notice on the Web site of the  
               person, business, or agency if the person, business, or  
               agency maintains one.
             c)   Notification to major statewide media.  (Id.) 

          5)Notwithstanding the above notice requirements, a person,  
            business, or agency that maintains its own notification  
            procedures as part of an information security policy that is  
            consistent with the requirements of the security breach law,  
            shall be deemed to be in compliance with the notification of  
            state law if the agency, person, or business notifies subject  
            persons in accordance with its own policies.  (Civil Code  
            Sections 1798.29 (h) and 1798.82 (h).) 

          6)Requires, under federal law, that any entity covered by the  
            Health Insurance Portability and Accountability Act (HIPAA),  
            to notify any person whose personal information is compromised  
            by a data security breach and specifies the required content  
            of the notice. (Section 13402(f) of the 2009 Health  
            Information Technology for Economic and Clinical Health  
            (HITECH) Act.) 

           COMMENTS  :  Under existing law, a person, business, or state  
          agency that keeps, maintains, or leases computerized data that  
          contains personal information must provide appropriate notices  
          if that personal information is compromised as a result of a  
          data breach.  The law permits the person, business, or state  
          agency to use "substitute notice" if the number of persons  
          affected would make personal notice prohibitively expensive or  
          impractical, or if the affected person's contact information is  
          not available.  However, beyond these provisions, existing law  
          does not create any requirements as to the form and content of  
          the required notices.  This bill seeks to correct that  
          deficiency by requiring notices to contain specified information  
          that will be useful to the affected resident and ensure that  
          there is greater uniformity in the content of security breach  
          notices.  In addition, this bill would require that notification  
          be sent to the state Attorney General's office for any breaches  
          that affect more than 500 California residents.  Finally, this  








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          bill would also provide that if "substitute notice" is used, as  
          permitted by existing law, then a copy of the notice should also  
          be sent to the Office of Information Security within the office  
          of the State Chief Information Officer.  

           Governor's Veto of SB 20.   This bill is identical to the  
          enrolled version of last year's SB 20, by the same author.  When  
          SB 20 was heard by this Committee last year, it was opposed by  
          several groups representing various businesses, including  
          financial institutions and the hi-tech electronics industry.  In  
          order to address opposition concerns, the author took several  
          amendments, including amendments that eliminated the requirement  
          that the breach notice contain the number of persons affected  
          (which opponents claimed was always subject to change and could  
          require several notices).  In addition, the author added  
          qualifying amendments to make it clear that information about  
          the scope and nature of the breach was required only to the  
          extent that such information was available at the time the  
          notice was provided.  While these amendments apparently removed  
          all of the registered opposition to the bill by the time the  
          bill was passed by the Legislature, the bill was nevertheless  
          vetoed by the Governor as "unnecessary."  Specifically, the  
          Governor's veto message stated:

              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.

           ARGUMENTS IN SUPPORT  :  According to the author, California's  
          first-in-the nation breach notification statute, which requires  
          data holders to notify individuals in the event of a breach of  
          their personal data, was "built on the premise that individuals  
          have a right to know when a data breach has affected them."  If  
          consumers are unaware of the fact that their personal  
          information has been compromised, they are unable to take steps  








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          that might protect them from various kinds of fraud or identity  
          theft.  However, according to the author, there remains a  
          troubling gap in our breach notification law: "while current law  
          requires data holders to notify individuals when there has been  
          a data breach of personal information, the same law is silent on  
          what information should be contained in the notification."  As a  
          result, the author contends, breach notices "vary greatly in the  
          information provided, leaving consumers confused and businesses  
          exposed."  The author believes that this bill will fill the gap  
          in existing law and make sure that consumers have adequate  
          information describing the nature of the breach, the types of  
          information that have been compromised, and the contact  
          information that will help the affected individual take  
          necessary steps of self-protection. 

          The American Civil Liberties Union (ACLU) supports this bill  
          because it will provide individuals with a plainly written  
          description of the breach and relevant self-help and contact  
          information.  The Consumer Federation of California (CFC)  
          supports this bill for similar reasons, and also alleges that  
          existing breach notifications "often lack important information  
          - such as the time of the breach or type of information that was  
          breach - or are confusing to consumers."  This confusion, CFC  
          maintains, leaves consumers uncertain as to how to go about  
          protecting themselves from identity theft.  Finally, the Privacy  
          Rights Clearinghouse (PRC) adds that, because California  
          currently "lacks any centralizing reporting process for security  
          breaches," it is "therefore difficult for state policy makers to  
          assess or improve upon our state security breach laws."  PRC  
          believes that requiring that a copy of the notice be sent to the  
          Attorney General will help the state monitor the problem and  
          develop appropriate responses.  CALPIRG and the California  
          School Employees Association support the bill for substantially  
          the same reasons as those noted above. 

           ARGUMENTS IN OPPOSITION UNLESS AMENDED  :  The California Hospital  
          Association (CHA) opposes this bill unless it is amended to  
          exempt hospitals and other health facilities that are already  
          required to send breach notifications under federal law whenever  
          a patient's personal information is compromised by a data  
          breach.  CHA claims that, not only are the state requirements  
          unnecessarily duplicative, but that mandating specific detail in  
          state notices may be counterproductive, as hospitals and health  
          care facilities will be required to trace developments in both  
          areas of state and federal law and produce two similar, but  








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          slightly different, notices to meet state and federal  
          requirements.  As CHA points out, the breach notice required  
          under Section 13402(f) of the recent Health Information  
          Technology for Economic and Clinical Health Act (HITECH) is  
          strikingly similar to the notice elements in SB 1166.  The  
          HITECH requirements apply to any hospital, plan, or facility  
          covered by the Health Insurance Portability and Accountability  
          (HIPAA).  Because the prescribed content of the HITECH notice is  
          substantially similar to content that would be required under SB  
          1166, CHA argues that hospitals - and perhaps all HIPAA-covered  
          entities subject to HITECH - should be exempted from the  
          provisions of this bill.

          CHA argues that while it might be possible for a hospital to  
          develop a single form that would cover the elements of both the  
          HITECH and SB 1166 notices, the problem, according to CHA, is  
          that hospitals will need to devote staff time and resources to  
          tracking the ever expanding regulations of both federal and  
          state law.  According to CHA, "the continuing friction between  
          state and federal regulations currently being developed specific  
          to [HITECH], forces hospitals to assign increasing numbers of  
          resources, personnel and financial, to complex related  
          preemption and reconciliation tasks for these and thus away from  
          direct patient care value-added activities and further  
          increasing health costs."  In short, while the author's staff  
          has communicated to the Committee that a hospital could easily  
          develop a single form that would cover the requirements of both  
          law, that is not really CHA's primary concern.  Rather, CHA  
          fears that the hospital would need to track changes in both  
          federal and state law to make sure that notice - whether there  
          is one or two - complies with both state and federal law.  CHA  
          believes that this is unnecessary given that both rules seek the  
          same end - to provide consumers with information about the  
          breach and steps that they can take to protect themselves.   

           Comparison between HITECH and SB 1166 Notice Elements  :  In light  
          of the objections raised by CHA, it is useful to compare the  
          specific required notice elements of each:

           ----------------------------------------------------------------- 
          |SB 1166 (new subdivision        |HITECH Section 13402(f)         |
          |(d)                             |                                |
          |--------------------------------+--------------------------------|
          |The name and contact            |A brief description of what     |
          |information of the              |happened, including the         |








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          |reporting agency.               |date of the breach and the      |
          |                                |date of the discovery of        |
          |                                |the breach.                     |
          |--------------------------------+--------------------------------|
          |A list of the types of          |A description of the types      |
          |personal information            |of the information involved     |
          |breached.                       |in the breach.                  |
          |--------------------------------+--------------------------------|
          |If possible to determine,       |Steps individuals should        |
          |the date, estimated breach,     |take to protect themselves      |
          |or date range of the            |(regulations specify this       |
          |breach.                         |would include numbers for       |
          |                                |credit reporting agencies.)     |
          |                                |                                |
          |--------------------------------+--------------------------------|
          |Whether notification was        |Description of what the         |
          |delayed by a law                |steps the entity is doing       |
          |enforcement investigation,      |to investigate and mitigate     |
          |if known                        |the breach.                     |
          |--------------------------------+--------------------------------|
          |A general description of        |Contact information,            |
          |the breach, if possible to      |including toll-free             |
          |determine at time of            |numbers, to obtain for          |
          |breach.                         |additional information.         |
          |--------------------------------+--------------------------------|
          |Toll-free number of credit      |                                |
          |reporting agencies if           |                                |
          |breach exposed SSN or DLN.      |                                |
           ----------------------------------------------------------------- 

          As the above chart indicates, the notices required by HITECH and  
          SB 1166 are remarkably similar, although not identical.  Indeed  
          the only difference appears to be that SB 1166 requires the  
          notice to specify whether the notification was delayed by a law  
          enforcement investigation.  It is also true that SB 1166  
          expressly requires the notice to contain the contact number of  
          the credit reporting agencies.  Section 13420 (f) of HITECH only  
          states that the notice must contain steps the individual should  
          take to protect themselves, without expressly requiring  
          inclusion of the toll-free numbers.  However, the interim rules  
          in the Federal Register state that this requirement should be  
          met by recommending that the person "contact his or her credit  
          card company and information about how to contact credit bureaus  
          and obtain credit card monitoring services (if credit card  
          information was breached.)"  In some ways, HITECH requires more  








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          than SB 1166.  For example, where HITECH requires the notice to  
          include both the steps that the individual should take for self  
          protection and the steps that the entity is taking to protect  
          individuals, SB 1166 makes these elements discretionary.  In  
          short, by almost any measure, it appears that the HITECH notice  
          requirements substantially meet the overall objectives of SB  
          1166.  For that reason, CHA believes that HIPAA-covered entities  
          should be exempted from the provisions of this bill, and CHA  
          opposes this bill unless it is so amended. 

           Proposed Committee Amendments  :  While many may conclude that  
          hospitals should be exempted altogether, it does seem reasonable  
          to add a provision stating that, for any entity subject to  
          HIPAA, compliance with the notice content requirements of  
          Section 13402(f) of HITECH will be deemed sufficient to satisfy  
          the requirements of subdivision (d) under this bill.   However,  
          hospitals and other HIPAA-covered entities would still need to  
          comply with subdivision (e) - sending a copy of the notice to  
          the AG - and subdivision (i) - sending a copy to OIS if  
          substitute notice is used.  Moreover, such an amendment would  
          not absolve HIPAA-covered entities of the duty to send notice  
          under the state's breach notification law; it would simply say  
          that for purposes of the specific content of the notices, a  
          HIPAA-covered entity will be deemed to have satisfied the  
          content requirements of this bill if it has already met the  
          substantially similar content requirements of HITECH.   
          Specifically, the Committee may wish to discuss with the author  
          the potential merits of the following amendment. 

               -      On page 3 after line 18 insert:

          (e) A covered entity under the federal Health Insurance  
          Portability and Insurance Act (42 U.S.C. Section 1320d et seq.)  
                                                                                     will be deemed to have complied with the notice requirements in  
          subdivision (d) if it has complied completely with Section  
          13402(f) of the Health Information Technology and Clinical  
          Health Act.  However, nothing in this subdivision shall be  
          construed to exempt a covered entity from any other provision of  
          this section. 

               -      On page 3 line 19 change (e) to (f), and change  
                 following subdivisions accordingly. 

          It should be noted that this exception is not entirely  
          inconsistent with existing law.  As noted under # 5 in the above  








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          existing law summary, a person, business, or agency that  
          maintains its own notification procedures as part of an  
          information security policy that is consistent with the  
          requirements of the breach law "shall be deemed to be in  
          compliance with" the breach notification law insofar as the  
          manner in which the notice must be provided.  (Civil Code  
          Section 1798.29 (h)).  However, because this bill is adding new  
           content  requirements, and Civil Code Section 1798.29(h) only  
          applies to  methods  of acceptable notice (not the contents), the  
          exemption suggested above would need to be explicit. 





           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          American Civil Liberties Union
          California School Employees Association 
          CALPIRG
          Consumer Federation of California
          Privacy Rights Clearinghouse

           Opposition 
           
          California Hospital Association (unless amended) 

           Analysis Prepared by  :    Thomas Clark / JUD. / (916) 319-2334