BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE JUDICIARY COMMITTEE
                             Senator Noreen Evans, Chair
                              2010-2011 Regular Session


          SB 24 (Simitian)
          As Introduced
          Hearing Date: March 22, 2011
          Fiscal: Yes
          Urgency: No
          SK:rm
                    

                                        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 24 (Simitian)
          Page 2 of ?



          personal information is breached.  According to Privacy Rights 
          Clearinghouse, more than 515 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.  

          The author has carried previous measures which propose to 
          standardize the content of breach notification letters.  For 
          example, both SB 1166 (2010) and SB 20 (2009) would have 
          required that those notifications be written in plain language 
          and contain specified information.  Both of these bills were 
          vetoed.  (See Comment 6.) 

                                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 
                                                                      



          SB 24 (Simitian)
          Page 3 of ?



            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 
            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 or 
               estimated date of the breach, or date range within which 
                                                                      



          SB 24 (Simitian)
          Page 4 of ?



               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 
               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. 

             This bill  would provide that a "covered entity" under the 
            federal Health Insurance Portability and Accountability Act 
            (HIPAA) is deemed to have complied with the bill's 
            notification requirements regarding standardized content if 
            the entity has complied completely with the notification 
            requirements contained in the federal HITECH 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 
                                                                      



          SB 24 (Simitian)
          Page 5 of ?



            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  

          In support of the bill, the author writes: 

            In 2002, California adopted a first-in-the-nation security 
            breach notification statute (AB 700, Simitian, Chapter 1054, 
            Statutes of 2002), that requires data holders to notify 
            individuals when there has been a data breach of personal 
            information.  Since that time, 45 other states, as well as the 
            District of Columbia, Puerto Rico, and the U.S. Virgin 
            Islands, have also enacted security breach notification laws 
            that are modeled upon the California statute.  This leaves 
            Alabama, Kentucky, New Mexico and South Dakota as the only 
            remaining states without a legal requirement to notify 
            affected individuals in the event of a breach.

            In addition, at least fourteen states �Hawaii, Iowa, Maryland, 
            Massachusetts, Minnesota, New Hampshire, New York, North 
            Carolina, Oregon, Vermont, Virginia, West Virginia, Wisconsin, 
            and Wyoming] and Puerto Rico have built upon California's 
            model and added more detailed requirements for SBNs �security 
            breach notifications] to include certain types of information. 
             

            And most of these states �Alaska, Hawaii, Louisiana, Maine, 
            Maryland, Massachusetts, New Hampshire, New Jersey, New York, 
            North Carolina, South Carolina, Vermont, and Virginia] require 
            an entity that suffers a security breach to notify a state 
            regulator, such as the Attorney General, as well as the 
            affected individuals.

            Even the federal government has weighed in; as of February 19, 
                                                                      



          SB 24 (Simitian)
          Page 6 of ?



            2009, for breaches of personal medical information, 
            individuals have to be notified and those notifications must 
            contain certain specified content.

            California's 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, �security breach notification] 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 24 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.

          Supporter Privacy Rights Clearinghouse echoes the author, 
          writing that when breach notifications lack critical information 
          such as the type of personal information breached and the date 
          of the breach, consumers are left "uncertain about how to 
          respond to the breach, or confused about how to protect 
          themselves from identity theft.  SB 24 addresses this confusion 
          by standardizing the core content contained in security breach 
          notices."

          In addition, there also appears to be evidence that the 
          information provided to consumers in breach notification letters 
          is insufficient.  A 2007 study entitled "Security Breach 
          Notification Laws: Views from Chief Security Officers" by the 
                                                                      



          SB 24 (Simitian)
          Page 7 of ?



          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 or estimated date of the breach, 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 
               personal information from further unauthorized acquisition; 

                                                                      



          SB 24 (Simitian)
          Page 8 of ?



             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.  

          3.    Exemption for HIPAA-covered entities in compliance with 
          HITECH Act  

          This bill would provide that a HIPAA-covered entity is deemed to 
          have complied with the bill's notification requirements 
          regarding standardized content if the entity has complied 
          completely with the notification requirements contained in the 
          federal HITECH Act.  This exemption was included in the author's 
          SB 1166 when that bill was heard last year in the Assembly in 
          order to address concerns raised by the California Hospital 
          Association (CHA). 

          As CHA noted at the time, 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; 
                                                                      



          SB 24 (Simitian)
          Page 9 of ?



             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 
               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).)

          Although not specified in the statute, interim final rules 
          issued in August 2009 by the U.S. Department of Health and Human 
          Services require that breach notifications be written in plain 
          language. (45 C.F.R. Parts 160 and 164.)  Those interim final 
          rules also provide that the notice to consumers may include 
          information about how to contact the credit bureaus as well as 
          information concerning steps the covered entity is taking to 
          retrieve the breached information.  As a result, the HITECH 
          content notification requirements are substantially similar to 
          the content requirements of this bill.  The only apparent 
          difference between this bill and the HITECH Act is that this 
          bill would require the breach notification to specify whether 
          the notification was delayed as a result of a law enforcement 
          investigation (provided that information is possible to 
          determine at the time the notice is issued).

          Because the content notification requirements of this bill and 
          the HITECH Act are substantially similar, this bill provides 
          that complete compliance with the HITECH requirements is deemed 
          to be compliance with this bill's content notification 
          requirements.  It is important to note, however, that this 
          exemption does not excuse HIPAA-covered entities from other 
          requirements imposed upon them under California's breach 
          notification law.  For example, these entities must still send 
          breach notifications to California residents as specified under 
          existing law.  And, under this bill, they must also submit a 
          copy of a security breach notification to the Attorney General 
          when more than 500 residents are affected. (See Comment 4.)

          4.    Notification to Attorney General when more than 500 
          California residents affected by a single breach  

                                                                      



          SB 24 (Simitian)
          Page 10 of ?



          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 she or he deemed it to be 
          necessary.  

          5.    Amendments to prior bill addressed concerns raised by 
                  stakeholders at that time  

          Except for the exemption for HIPAA-covered entities as described 
          in Comment 3, this bill is identical to the enrolled version of 
          SB 20 (Simitian, 2008).  When that bill was heard in this 
          committee 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.  Because last 
          year's SB 1166 was identical to SB 20, these groups did not 
          oppose that bill either. 

          6.    Governor's veto of SB 1166 and SB 20  

          The governor stated the following in vetoing both SB 1166 and SB 
          20:

            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 
                                                                      



          SB 24 (Simitian)
          Page 11 of ?



            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.

          7.    Technical amendments needed  

          The following technical amendments are needed:

             a.   On page 5, line 3, before "Web" insert "Internet"

             b.   On page 6, line 34, after "Act" insert "of 1996"

             c.   On page 6, line 38, strike "104-191" and insert "111-5"

             d.   On page 8, line 21, before "Web" insert "Internet"   


           Support  :  Privacy Activism; Privacy Rights Clearinghouse

           Opposition  :  None Known

                                        HISTORY
           
           Source  :  Author

           Related Pending Legislation  :  None Known
           
          Prior Legislation  :

          SB 1166 (Simitian, 2010) would have required that breach 
          notifications be written in plain language and contain specified 
          information.  This bill was vetoed.  (See Comment 6.)

          SB 20 (Simitian, 2009) was identical to SB 1166.  This bill was 
          vetoed.  (See Comment 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. 

                                                                      



          SB 24 (Simitian)
          Page 12 of ?



          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 also 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.
                                          
                                   **************