BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 962
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          Date of Hearing:   June 17, 2014

              ASSEMBLY COMMITTEE ON BUSINESS, PROFESSIONS AND CONSUMER  
                                     PROTECTION
                               Susan A. Bonilla, Chair
                      SB 962 (Leno) - As Amended:  June 12, 2014

           SENATE VOTE  :   26-8
           
          SUBJECT  :   Smart phones.

           SUMMARY  :   Requires smartphones manufactured after July 1, 2015  
          and sold in California to contain a technological solution at  
          the time of sale that will render the essential features of the  
          smartphone inoperable when not in the possession of the  
          authorized user, and also provides a civil penalty for  
          violations and limits retail liability if the solution is  
          circumvented.  Specifically,  this bill  :   

          1)Requires any smartphone manufactured on or after July 1, 2015  
            and sold in California after that date to include a  
            technological solution at the time of sale, to be provided by  
            the manufacturer or operating system provider, that, once  
            initiated and successfully communicated to the smartphone, can  
            render the essential features, as defined, of the smartphone  
            inoperable to an unauthorized user when the smartphone is not  
            in the possession of an authorized user. 

          2)Requires the smartphone, during the initial device set-up  
            process, to prompt an authorized user to enable the  
            technological solution. 

          3)Requires the technological solution to be reversible, so that  
            if an authorized user obtains possession of the smartphone  
            after the essential features of the smartphone have been  
            rendered inoperable, the operation of those essential features  
            can be restored by an authorized user. 

          4)Provides that the technological solution may consist of  
            software, hardware, or a combination of both software and  
            hardware.

          5)Requires that the technological solution be able to withstand  
            a hard reset or operating system downgrade.









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          6)Requires that the technological solution prevent reactivation  
            of the smartphone on a wireless network except by an  
            authorized user.

          7)Requires that an authorized user of a smartphone be able to  
            opt-out of the technological solution during the initial  
            device set-up process. 

          8)Requires that the authorized user be able to disable the  
            technological solution at any time, although the physical acts  
            necessary to disable it may only be performed by the  end-use  
            consumer or a person specifically selected by the end-use  
            consumer to disable the technological solution.

          9)Provides that the knowing retail sale of a smartphone in  
            California in violation of these requirements may be subject  
            to a civil penalty of not less than five hundred dollars  
            ($500), nor more than two thousand five hundred dollars  
            ($2,500), per device sold in California. 

          10)Requires any suit to enforce these provisions to be brought  
            by the Attorney General, a district attorney, or a city  
            attorney. 

          11)Provides that a failure of the technological solution due to  
            hacking or other third-party circumvention may be considered a  
            violation for purposes of the civil penalty if, at the time of  
            sale, the seller had received notification from the  
            manufacturer or operating system provider that the  
            vulnerability cannot be remedied by a software patch or other  
            solution. 

          12)Specifies that there is no private right of action to enforce  
            these provisions. 

          13)Provides that the retail sale in California of a smartphone  
            shall not result in any private civil liability to the seller  
            from that retail sale alone if the liability results from or  
            is caused by failure of a technological solution, including  
            any hacking or other third-party circumvention, unless at the  
            time of sale the seller had received notification from the  
            manufacturer or operating system provider that the  
            vulnerability cannot be remedied by a software patch or other  
            solution. 









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          14)Provides that nothing in these provisions preclude a suit for  
            civil damages on any other basis outside of the retail sale  
            transaction, including, but not limited to, a claim of false  
            advertising.
             
          15)Provides that any request by a government agency to interrupt  
            communications service utilizing a technological solution  
            required by these provisions is subject to Section 7908 of the  
            Public Utilities Code.

          16)States that nothing in these provisions prohibit a network  
            operator, device manufacturer, or operating system provider  
            from offering a technological solution or other service in  
            addition to the technological solution required to be provided  
            by the device manufacturer or operating system provider.

          17)States that nothing in these provisions require a  
            technological solution that is incompatible with, or renders  
            it impossible to comply with, obligations under state and  
            federal law and regulation related to any of the following:

               a)     The provision of emergency services through the 911  
                 system, including text to 911, bounce-back messages, and  
                 location accuracy requirements;

               b)     Participation in the wireless emergency alert  
                 system; and,

               c)     Participation in state and local emergency alert and  
                 public safety warning systems.

          18)Defines the term "smartphone" to mean "a cellular radio  
            telephone or other mobile voice communications handset device,  
            but not a laptop, a tablet device, or a device that only has  
            electronic reading capability, that includes all of the  
            following features:

               a)     Utilizes a mobile operating system;

               b)     Possesses the capability to utilize mobile software  
                 applications, access and browse the Internet, utilize  
                 text messaging, utilize digital voice service, and send  
                 and receive email;

               c)     Has wireless network connectivity; and,








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               d)     Is capable of operating on a long-term evolution  
                 network or successor wireless data network communication  
                 standards.

          19)Defines the "essential features" of a smartphone to be "the  
            ability to use the device for voice communications, text  
            messaging, and the ability to browse the Internet, including  
            the ability to access and use mobile software applications.  
            'Essential features' do not include any functionality needed  
            for the operation of the technological solution, nor does it  
            include the ability of the smartphone to access emergency  
            services by a voice call or text to the numerals '911,' the  
            ability of a device to receive wireless emergency alerts and  
            warnings, or the ability to call an emergency number  
            predesignated by the owner."

          20)Defines the term "hard reset" to mean "the restoration of a  
            smartphone to the state it was in when it left the factory,  
            and refers to any act of returning a smartphone to that state,  
            including processes commonly termed a factory reset or master  
            reset."

          21)Defines the term "Sold in California," or any variation  
            thereof, to mean "that the smartphone is sold at retail from a  
            location within the state, or the smartphone is sold and  
            shipped to an end-use consumer at an address within the state.  
             'Sold in California' does not include a smartphone that is  
            resold in the state on the secondhand market or that is  
            consigned and held as collateral on a loan."

          22)Makes findings and declarations related to the prevalence and  
            ramifications of smartphone theft in the United States. 

           EXISTING LAW  

          1)Provides that petty theft - the stealing, taking, or driving  
            away with the personal property of another - is a misdemeanor  
            when the value of the property does not exceed $950 and is  
            punishable by fines and up to six months in the county jail.   
            (Penal Code Sections 484, 487, 488, and 490)

          2)Requires all providers of wireless and Internet-based  
            communications services to enable customers to call 911 for  
            emergency services, and establishes dates for enabling text to  








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            911 and Next Generation 911. (Government Code Sections  
            53100-53120)

           FISCAL EFFECT  :   None.  This bill is keyed non-fiscal by the  
          Legislative Counsel. 

           COMMENTS  :   

           1)Purpose of this bill  . This bill would require smartphones  
            manufactured after July 1, 2015 and sold in California to have  
            an anti-theft technological solution at the time of sale that  
            will render the essential features of the phone - voice, text,  
            Internet and mobile apps - inoperable by an unauthorized user.  
             SB 962 authorizes civil penalties of $500-$2,500 per phone  
            against retailers for violations, which only public  
            prosecutors may seek, and provides limited retail liability  
            protection if the solution fails or is hacked. This bill is  
            sponsored by the San Francisco District Attorney's Office.

           2)Author's statement  . The author states that "California is  
            experiencing an epidemic of smartphone thefts, many of which  
            turn violent? There are existing, very serious penalties for  
            theft and robbery in California, however the epidemic nature  
            of this particular crime is so widespread that enforcement  
            agencies are overwhelmed.  That is why removing the value of a  
            stolen device on the black market is the most effective way to  
            deter would be criminals, and this bill will do just that by  
            requiring that smartphones sold in California come  
            pre-equipped with theft deterrent technology?"

          "We have seen that stolen device databases, while one piece of  
            an overall prevention strategy, have not been effective on  
            their own in other countries such as the U.K.  The major  
            pitfalls to relying solely on a U.S. database system are that  
            American databases have no use when a device is shipped  
            overseas? With robberies involving mobile communication  
            devices at an all-time high, California cannot stand-by when a  
            solution to the problem is readily available."  
                
            3)The stolen smartphone problem  .  According to the sponsor,  
            recent years have seen a surge in smartphone theft, with such  
            thefts now accounting for one-third of all robberies in the  
            United States. Consumer Reports estimates that 3.1 million  
            Americans were victims of smartphone theft in 2013 - up from  
            2.1 million victims in 2012.








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          Here in California, the sponsor reports that smartphone theft  
            now accounts for 60% of all robberies in San Francisco and up  
            to 75% of all robberies in Oakland. The City of Los Angeles  
            has experienced a 26% increase in smartphone thefts since  
            2011.  

            Of course, some traditional approaches to slow the growth of  
            the problem have had some success.  For example, a recent  
            SFBay.com news article from May 13, 2014 reported that the San  
            Francisco Municipal Transit Agency reported a 30% overall drop  
            in crime and a 77% decline in smartphone thefts as a result of  
            simply hiring more police officers to patrol the transit  
            system - a strategy made possible by a $1 million federal  
            grant.  Unfortunately, this strategy is resource intensive and  
            may be hard to replicate broadly.    

           4)The growing black market demand for smartphones.   Smartphone  
            theft has been growing so quickly likely because the robust  
            black market for stolen phones has made them a highly portable  
            and profitable commodity. As the author puts it, "it can be  
            very lucrative to steal a smartphone since they can be wiped  
            and re-sold quickly for hundreds of dollars.  Reports show  
            that the re-sale of stolen devices is growing ever more  
            sophisticated, with many devices now being shipped in bulk  
            overseas and re-sold at even higher premiums, sometimes for  
            thousands of dollars with the involvement of organized crime."

          With demand for stolen phones so high, the author believes that  
            the best way to reduce the value of stolen devices - and  
            therefore the incentive to steal them - is to require them to  
            be equipped with theft-deterrent technology that makes the  
            phone inoperable or "bricked" if an unauthorized user tries to  
            use it.  

          5)Existing anti-theft "technological solutions"  .  This trend in  
            thefts has not gone unnoticed among the companies that make  
            smartphones.  Manufacturers and operating system providers  
            have already put anti-theft technological solutions out into  
            the market. Some solutions are included with the device, while  
            others are available as software applications for purchase and  
            download later.  

          The telecommunications industry has also taken steps to combat  
            the problem. According to CTIA - The Wireless Industry, the  








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            industry supports a "Smartphone Anti-Theft Voluntary  
            Commitment" that requires signatories to agree that all models  
            of smartphone made for sale in the US after July 1, 2015 must  
            come with a free, pre-equipped technological solution to  
            remote wipe a lost phone, render a phone inoperable to an  
            unauthorized user, prevent reactivation without permission,  
            and reverse inoperability if recovered. At last count, the  
            following companies are listed as signatories: Apple, Asurion,  
            AT&T, Google, HTC America, Huawei Device USA, LG Electronics  
            MobileComm USA, Motorola Mobility LLC, Microsoft, Nokia,  
            Samsung Telecommunications America, Sprint, T-Mobile USA, US  
            Cellular, Verizon Wireless and ZTE USA.

          The telecommunications industry has also begun to deploy a  
            stolen device database in an attempt to prevent stolen  
            smartphones from being shipped overseas and reactivated. 

          However, the author and sponsor contend that voluntary measures  
            place too great a burden on individual consumers to take  
            action, and that widespread adoption of anti-theft solutions  
            to the point of ubiquity will be necessary to undercut the  
            black market by making potential thieves believe that most  
            stolen phones will be "bricked" and therefore far less  
            valuable.  As a parallel, this is comparable to the theory  
            behind immunization campaigns to stop a communicable disease,  
            which can require vaccination rates between 80%-95% in order  
            to reach a level of "herd immunity" sufficient to stop the  
            spread of a disease.  

           6)The operation of this bill in practice  .  In order to achieve  
            ubiquity with an anti-theft technological solution, this bill  
            takes an "opt-out" approach that requires as little action by  
            the consumer as possible.  The technological solution must be  
            present on the phone at the time of sale; it must become  
            operational by default during the initial device set-up unless  
            the user affirmatively opts out; it must function when the  
            phone is out of the possession of the authorized user; it must  
            be able to withstand a "hard" or "factory" reset; and it must  
            prevent reactivation unless by the authorized user.  However,  
            the solution must be reversible by the authorized user, in  
            case the phone is later recovered.  The solution must also  
            permit the user to disable the solution at any time, in order  
            to respect the wishes of consumers who may not want the  
            geolocation tracking that comes with some solutions.  It is  
            also important to note that the bill does not require the  








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            solution to disable certain services required by existing law,  
            such as access to 911 services, the wireless emergency alert  
            system or state and local emergency alert and public safety  
            warning systems.    

          SB 962 also contains specific provisions for enforcement and  
            limiting liability for the retail sale of the smartphone.  The  
            bill authorizes a civil penalty of $500 to $2,500 per phone  
            for knowingly selling a noncompliant smartphone.  These  
            penalties are also available if the technological solution  
            fails because it was hacked or circumvented by a third party  
            and the seller had been notified by the manufacturer or  
            operating system provider that there was a vulnerability which  
            could not then be remedied (i.e., the seller knew the phone  
            was compromised at the time of sale and sold it anyway).  It  
            also restricts the right to seek those civil penalties to  
            public prosecutors only - not private individuals.  

          This bill also waives civil liability of the retail seller to a  
            private individual who was damaged by the failure of the  
            technological solution unless the seller knew of the  
            vulnerability.  It is important to note that these liability  
            restrictions apply only to the retail transaction itself, as  
            related actions may still create liability, such as false  
            advertising.   
            
           7)Questions for the Committee  .  A key question for the Committee  
            to consider is how easy or difficult it will be for smartphone  
            providers (manufacturers, operating system providers, wireless  
            carriers and retailers) to comply with the requirements of  
            this bill. With an operational date of July 1, 2015, companies  
            would have only roughly 7-8 months from the potential signing  
            date of this bill to begin manufacturing compliant phones if  
            they wish to sell them in California.  Manufacturers and  
            operating system providers that fail to develop and offer a  
            compliant product within that timeframe will find themselves  
            shut out of the massive California smartphone market.  

          As such, the Committee members may wish to inquire of the  
            individual companies as to which of their products already  
            being offered, if any, are already SB 962 compliant.   
            Furthermore, how long will it realistically take them to  
            reengineer noncompliant models and retool their manufacturing  
            processes to produce models that will be compliant by the  
            deadline?  And will the length of time required for product  








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            redesign force some companies to reduce their presence in the  
            California market, and if so, for how long?  Such information  
            may help illuminate the ease or difficulty of the  
            technological transition demanded by this bill, and provide a  
            clearer picture of the relative costs and benefits.  

           8)Technical Amendments.   As noted above, this bill contains  
            multiple provisions relating to legal liability for the retail  
            sale of phones that are noncompliant or circumvented.   
            However, the current provisions of this bill restricting the  
            enforcement of the civil penalty provisions to public  
            prosecutors contain technical errors that may conflict with a  
            related provision pertaining to liability for civil damages  
            that might be pursued by a private individual.  The following  
            amendments would clarify the scope of the explicit restriction  
            on the private right of action consistent with the author's  
            stated intent:  
           
                Page 5, line 28, replace the word "section" with  
          "subdivision"

               Page 5, line 36, replace the word "section" with  
          "subdivision"

               Page 6, line 14, strike the words "Except as provided in  
          subdivision (c),"

               Page 6, line 15, replace the word "nothing" with "Nothing"   

               
          9)Arguments in support  .  According to the sponsor, the Office of  
            San Francisco District Attorney George Gasc�n, "this  
            legislation is an important step towards ending the epidemic  
            of smartphone theft, thereby ensuring that wireless consumers  
            are safeguarded from theft and violence.  The scope of this  
            international epidemic is alarming and the need for theft  
            deterrence features on mobile devices cannot be understated.  
            The theft of mobile communications devices now accounts for  
            one third of all robberies in the United States alone, making  
            it the number one property crime in the country. Consumer  
            Reports estimates that 1.6 million Americans were victims of  
            smartphone theft in 2012.  News reports indicate that  
            smartphone theft increased again in 2013 in urban centers  
            across the country.  Similar statistics exist for cities and  
            countries around the world.  This violent wave of theft poses  








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            severe and continual threats to the public while also fueling  
            the secondhand market. In order to end this surge in crime and  
            ensure the safety of consumers, it is essential that  
            government use any and all tools at its disposal. 

          "Technological solutions able to render stolen devices useless  
            already exist.  Unfortunately, manufacturers and carriers have  
            been slow to implement these protections in an effective,  
            widespread manner?Successful passage of Senate Bill 962 will  
            impress the necessary urgency on the wireless industry to  
            address this problem immediately."  

           10)Arguments in opposition  .  According to a coalition of  
            opposing companies, "the undersigned companies representing a  
            broad cross section of California's technology and business  
            community are very concerned about SB 962?Working with the FCC  
            and law enforcement, we have taken significant steps to  
            address the issue of thefts of smartphones through a  
            multilayered program of databases, technology consumer  
            education, legislation and international partnerships.   
            Although well intentioned, your SB 962 (Leno), which would  
            require all mobile devices sold in California to include a  
            "kill switch" that renders the device permanently inoperable  
            if lost or stolen, is not only unnecessary, but will have  
            negative consequences to consumer security and public safety,  
            with no proof that it would do more to deter smartphone theft  
            than the solutions already being advanced by industry.
                                                         
          "Following are major causes of our concern: 1) There have been  
            and continue to be extensive efforts in collaboration with the  
            FCC and law enforcement to improve consumer awareness,  
            technology, existing industry solutions, collaboration among  
            stakeholders, and enhanced legal tools to help prevent  
            smartphone thefts and to dry up the aftermarket for stolen  
            phones; 2) Mandating technology, in this case a preloaded  
            default-on/opt-out antitheft solution, removes customer  
            choice, creates an anticompetitive environment, and raises  
            First Amendment, privacy and safety concerns; 3) Requiring  
            this to be done on a state by state [basis] will create  
            significant problems for manufacturers and consumers; 4) There  
            are many other consumer-friendly options that provide  
            disincentives for thieves by disabling or deactivating the  
            phone; and, 5) The bill will have unintended negative  
            consequences for consumers, public safety and security." 









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           11)Double-referral  .  This bill is double-referred with the  
            Assembly Utilities and Commerce Committee, and will be heard  
            there if this bill is passed by this Committee. 

           REGISTERED SUPPORT / OPPOSITION  :

           Support (date of letter)
           San Francisco District Attorney George Gasc�n (sponsor)

          Hayward Chief of Police Diane Urban (3/19/2014)
          London (U.K.) Mayor Boris Johnson (3/23/2014)
          Los Angeles City Attorney Michael Feuer (5/2/2014)
          Los Angeles County District Attorney Jackie Lacey (6/12/2014)
          Los Angeles Mayor Eric Garcetti (4/10/2014)
          New York Attorney General Eric Schneiderman (3/23/2014)
          Oakland Chief of Police Sean C. Whent (2/18/2014)
          Oakland Council President Pro Tem Rebecca Kaplan (3/4/2014)
          Oakland Mayor Jean Quan (2/10/2014)
          San Diego County District Attorney Bonnie Dumanis (6/13/2014)
          Santa Clara County District Attorney Jeffrey Rosen (4/30/2014)

          Alameda County District Attorney (3/12/2014)
          Associated Students of the University of California (Berkeley)  
          (2/19/2014)
          Association for Los Angeles Deputy Sheriffs (6/9/2014)
          Association of Orange County Deputy Sheriffs (4/7/2014)
          Bay Area Rapid Transit (BART) Police Department (3/24/2014)
          California College and University Police Chiefs Association  
          (6/9/2014)
          California District Attorneys Association (6/2/2014)
          California Fraternal Order of Police (6/9/2014)
          California Pawnbrokers Association (4/29/2014)
          California Police Chiefs Association (6/9/2014)
          California State Sheriffs' Association (6/2/2014)
          California Transit Association (3/25/2014)
          Chief Probation Officers of California (6/2/2014)
          City and County of San Francisco (2/14/2014)
          City of Berkeley (3/28/2014)
          City of Los Angeles (2/14/2014)
          City of Oakland (3/4/2014)
          City of San Diego (2/14/2014)
          City of Santa Ana (2/14/2014)
          City of Thousand Oaks (4/10/2014)
          Consumer Action (3/27/2014)
          Consumer Federation of California (3/20/2014)








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          Consumers Union (5/22/2014)
          Crime Victims United of California (6/5/2014)
          League of California Cities (4/25/2014)
          Long Beach Police Officers Association (6/9/2014)
          Los Angeles County Professional Peace Officers Association  
          (6/9/2014)
          Los Angeles Police Protective League (6/9/2014)
          Metropolitan Police Service (London, UK) (3/31/2014)
          Neighborhood Crime Prevention Councils of Oakland (2/19/2014)
          Riverside Sheriffs Association (6/9/2014)
          Sacramento County Deputy Sheriffs Association (6/9/2014)
          San Francisco Bay Area Rapid Transit District (BART) (3/4/2014)
          San Francisco Bay Area Rapid Transit District Police Department  
          (3/24/2014)
          San Francisco Municipal Transportation Agency (2/26/2014) 
          San Mateo County Police Chiefs and Sheriffs Association  
          (6/9/2014)
          Santa Ana Police Officers Association (6/9/2014)
          Temescal Merchants Association (3/6/2014)
          The Utility Reform Network (TURN) (3/12/2014)
          Theftpass.com LLC (6/4/2014)
          Eight private individuals
           
            
          Opposition 
           
          California Chamber of Commerce (5/8/14 coalition letter)
          California Retailers Association (5/8/14 coalition letter)
          CTIA - The Wireless Association (5/8/14 coalition letter)
          Huawei (confirmed 6/13/2014)
          Los Angeles Area Chamber of Commerce (5/8/14 coalition letter)
          Motorola (5/8/14 coalition letter)
          Nokia (5/8/14 coalition letter)
          San Jose Silicon Valley Chamber of Commerce (4/3/2014)
          Silicon Valley Leadership Group (5/8/14 coalition letter)
          Sprint (5/8/14 coalition letter)
          TechAmerica (5/8/14 coalition letter)
          TechNet (3/26/2014)
          T-Mobile (5/8/14 coalition letter)

           Analysis Prepared by  :    Hank Dempsey & Brandon Bjerke / B.,P. &  
          C.P. / (916) 319-3301 











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