BILL ANALYSIS                                                                                                                                                                                                    �



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          SENATE THIRD READING
          SB 962 (Leno)
          As Amended  August 4, 2014
          Majority vote

           SENATE VOTE  :   26-8
            
           BUSINESS & PROFESSIONS    11-3  UTILITIES & COMMERCE      9-5   
           
           ----------------------------------------------------------------- 
          |Ayes:|Bonilla, Bocanegra,       |Ayes:|Bonilla, Buchanan, Fong,  |
          |     |Campos, Dickinson,        |     |Garcia, Roger Hern�ndez,  |
          |     |Eggman, Gordon, Holden,   |     |Mullin, Quirk, Rendon,    |
          |     |Maienschein, Mullin,      |     |Skinner                   |
          |     |Skinner, Ting             |     |                          |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Jones, Hagman, Wilk       |Nays:|Patterson, Ch�vez, Dahle, |
          |     |                          |     |                          |
          |     |                          |     |Beth Gaines, Jones        |
          |     |                          |     |                          |
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           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 setup  
            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  








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            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.

          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  
            affirmatively elect to disable or opt-out of enabling the  
            technological solution at any time. 

          8)Requires that the physical acts necessary to disable or  
            opt-out of enabling the technological solution may only be  
            performed by the authorized user or a person specifically  
            selected by the authorized user to disable or opt-out of  
            enabling the technological solution.

          9)Exempts from the anti-theft technological solution  
            requirements of this bill any smartphone model that was first  
            introduced prior to January 1, 2015, which cannot reasonably  
            be reengineered to support the manufacturer's or operating  
            system provider's technological solution, including if the  
            hardware or software cannot support a retroactive update.

          10)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 $500, nor more than  
            $2,500, per smartphone sold in California in violation of  
            these provisions. 

          11)Requires any suit to impose a civil penalty to be brought by  
            the Attorney General, a district attorney, or a city attorney.  


          12)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  








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            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. 

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

          14)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. 

          15)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.
             
          16)Provides that any request by a government agency to interrupt  
            communications service utilizing a technological solution  
            required by these provisions is subject to Public Utilities  
            Code Section 7908.

          17)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.

          18)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,








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             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 radio cellular telephone commonly referred to as  a  
            "feature" or "messaging" telephone, 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,

             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 smartphone 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 smartphone 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  
            through 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  








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            resold in the state on the secondhand market or that is  
            consigned and held as collateral on a loan."

          22)Makes findings and declarations such the enactment of a  
            uniform policy to deter the theft of smartphones and to  
            protect the privacy of owners of stolen smartphones is a  
            matter of statewide concern and that no city, county, or city  
            and county shall impose requirements on manufacturers,  
            operating system providers, wireless carriers, or retailers  
            relating to technological solutions for smartphones.  

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

           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.  This bill authorizes civil penalties of $500 to $2,500  
            per phone against retailers for violations, which only public  
            prosecutors may seek, and provides limited retail liability  
            protection from private parties 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. [United  








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            Kingdom].  The major pitfalls to relying solely on a U.S.  
            [United States] 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.

          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.  

          4)The growing black market demand for smartphones.  The growth  
            in smartphone theft is likely due to the robust black market  
            for stolen phones, which 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)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 is intended to require 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  








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            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 important to note that the bill does not  
            require the 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.    

          This bill provides an exemption for smartphone models introduced  
            before January 1, 2015, that cannot reasonably be reengineered  
            to support the technological solution.  This bill also  
            declares that a uniform approach to combating smartphone theft  
            is a matter of statewide concern, which prohibits local  
            government from imposing their own requirements. 

          This bill contains specific provisions for enforcement and  
            limiting liability for the retail sale of the smartphone.   
            This bill authorizes a civil penalty of $500 to $2,500 per  
            violation 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).  This bill restricts the right to seek those  
            civil penalties to public prosecutors only - not private  
            individuals.  

          This bill 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 claims for harm may not be protected, such as those  
            arising from false advertising.   


           Analysis Prepared by  :    Hank Dempsey / B., P. & C.P. / (916)  








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          319-3301 


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