BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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                                    THIRD READING


          Bill No:  SB 1351
          Author:   Hill (D)
          Amended:  5/19/14
          Vote:     21

           
           SENATE BANKING & FINANCIAL INST. COMM.  :  6-2, 4/9/14
          AYES:  Evans, Block, Correa, Hill, Hueso, Roth
          NOES:  Torres, Vidak
          NO VOTE RECORDED:  Berryhill

           SENATE JUDICIARY COMMITTEE  :  5-2, 5/6/14
          AYES:  Jackson, Corbett, Lara, Leno, Monning
          NOES:  Anderson, Vidak


           SUBJECT  :    Payment cards

           SOURCE  :     Author


           DIGEST  :    This bill requires, until January 1, 2020, the  
          issuance and acceptance of credit and debit cards equipped with  
          microchips or any other technology, as specified.

           Senate Floor Amendments  of 5/19/14 strike references to  
          generally accepted within the payments industry"; strike a  
          requirement that retailers cards with no credit card logo  
          contain a chip; and add clarifying language to legislative  
          intent.

           ANALYSIS  :    No existing state or federal law explicitly  
          requires implementation of specific payment card technologies by  
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          card-issuing financial institutions, nor acceptance of specific  
          payment card technologies by retailers.  Relevant state data  
          breach and data security laws are briefly summarized below:

           1. Requires any agency, person, or business that owns or  
             licenses computerized data 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.  

           2. Requires any agency, person, or business that maintains  
             computerized data that the agency, person, or business does  
             not own to notify the owner or licensee of the information of  
             any security breach immediately following its discovery, if  
             personal information was, or is reasonably believed to have  
             been, acquired by an unauthorized person.   

           3. Imposes (with limited exceptions) an across-the-board data  
             security standard on businesses that own or license personal  
             information about California residents.  The Information  
             Security Law requires such businesses to implement and  
             maintain reasonable security procedures and practices  
             appropriate to the nature of the information, to protect the  
             personal information from unauthorized access, destruction,  
             use, modification, or disclosure.

          This bill:

           1. Enacts legislative findings and declarations relating to the  
             adoption of microchip technology for credit cards in over 80  
             countries throughout the world, not including the U.S., and  
             to the value of these cards in combatting payment card fraud.

           2. Requires, on and after January 1, 2015, that any contract  
             entered into between a financial institution and a payment  
             card network to govern the circumstances under which the logo  
             of the payment card network is displayed on a payment card  
             issued by that financial institution to include a provision  
             requiring that any new or replacement payment card issued by  
             that financial institution with that payment network logo, on  
             or after April 1, 2016, to a cardholder with a California  

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             mailing address, have an embedded microchip or any other  
             technology that is more secure than microchip technology at  
             preventing card-present payment card fraud.

           3. Requires, on and after January 1, 2017, any contract entered  
             into between a small financial institution, as defined, and a  
             payment card network to govern the circumstances under which  
             the logo of the payment card network is displayed on a  
             payment card issued by that financial institution to include  
             a provision requiring that any new or replacement payment  
             card issued on or after October 1, 2017, to a cardholder with  
             a California mailing address by that financial institution  
             with that payment card logo, have an embedded microchip or  
             other technology that is more secure than microchip  
             technology for card-present fraud prevention.  

           4. Specifies that if its assets exceed $5 billion, the small  
             financial institution will be provided with one year from the  
             date it first exceeds the $5 billion threshold to comply with  
             the provisions specified in #2 above.

           5. Requires, on and after April 1, 2016, a retailer that  
             accepts a payment card in a card-present, point-of-sale (POS)  
             transaction to provide a means of processing card-present,  
             POS payment card transactions involving payment cards  
             equipped with an embedded microchip or any other technology  
             that is more secure than microchip technology for  
             card-present fraud prevention.  Provides, however, that this  
             requirement applies to small retailers, as defined, and gas  
             station pump payment terminals on and after October 1, 2017.

           6. Defines, among other terms, the following:

              A.    "Retailer" means a person or entity that furnishes  
                money, goods, services, or anything else of value upon the  
                presentation of a payment card by a cardholder.   
                "Retailer" shall not mean the state, a county, city, city  
                and county, or any other political subdivision of the  
                state.

              B.    "Small financial institution" means a financial  
                institution with assets of 
              $5 billion or less as of January 1, 2015.


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              C.    "Small retailer" means a retailer with 10 or less  
                employees.

           1. States legislative intent that this bill provides consumer  
             protection consistent with federal law and not impact private  
             agreements between retailers, small retailers, and payment  
             card networks relating to which party bears liability for  
             fraudulent payment card usage.

           2. Sunsets the bill's provisions on January 1, 2020.  

           Background
           
          This bill is based upon the premise that the U.S., generally,  
          and California, specifically, will experience less card-present,  
          POS payment card fraud by migrating away from credit and debit  
          cards equipped with magnetic stripes toward credit and debit  
          cards equipped with integrated circuit cards.  Credit and debit  
          cards that contain embedded integrated circuit cards are known  
          by many names, including "chip cards," "integrated circuit  
          cards," "smart cards," and "EMV cards (Europay, MasterCard and  
          Visa)."  The term "chip card" will be used in this analysis.

          This bill's author observes, "Retail fraud from counterfeit  
          credit cards has more than doubled since 2007 in the U.S., one  
          of the last countries in the world that relies almost  
          exclusively on magnetic strip identification technology for  
          credit cards.  Even though credit cards with embedded microchips  
          reduce card-present fraud, less than one percent of credit cards  
          issued in the U.S. have chips.  By comparison, chip-based credit  
          cards - which carry identification information as encrypted data  
          in a microchip that can be read only by special scanners in  
          stores - reduced counterfeit card fraud in Britain by 70 percent  
          from 2007 to 2012, according to the U.K. Card Association.   
          Meanwhile, hackers have found it increasingly easy to copy  
          identifying information on magnetic stripes and produce fake  
          cards.  If chip cards were used in the U.S., fraud losses could  
          be halved, Aite Group estimates.  U.S. merchants and banks had  
          2012 losses of $11.3 billion due to credit card fraud, or 5  
          cents on every $100 spent, according to the Nilson report."

          At the present time, the timeline for U.S. migration to chip  
          cards is uncertain.  Major card networks are pressuring  
          card-issuing depository institutions and merchants to migrate to  

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          chip cards by October 2015.  Banks and credit unions are  
          hesitant to issue chip cards to their card-holding customers if  
          those cards cannot be read by the POS devices used by merchants.  
           Merchants are hesitant to expend the significant costs  
          necessary to update their POS devices to chip readers before  
          chip cards are in wide circulation.  According to recent press  
          accounts, the cost to achieve full migration is estimated at  
          approximately $8 billion:  $6.8 billion to replace POS devices,  
          $1.4 billion to issue new cards, and $500 million for ATM  
          upgrades.

           Chip cards  .  The chips in chip cards are integrated circuits,  
          and thus, microcomputers.  Because they are equipped with  
          embedded microcomputers (also called microcontrollers), chip  
          cards can securely store large amounts of data, carry out their  
          own on-card functions such as encryption and authentication, and  
          interact more intelligently with card readers than cards  
          equipped with magnetic stripes.  Unlike cards equipped with  
          magnetic stripes, whose stored data are static (unchanging from  
          one transaction to the next), chip cards generate a new code for  
          each transaction, making them far less susceptible to cloning  
          than traditional magnetic stripe cards.  

          Very little information on chip cards is "in the clear" (i.e.,  
          unencrypted).  According to experts familiar with chip  
          technology, only the card number, expiration date, and  
          three-digit security code are available "in the clear" on these  
          cards.  Cardholder names are commonly not in the clear on these  
          cards, nor is other cardholder data, such as billing address.

          Chips in chip cards are commonly one of three types:  contact,  
          contactless, and dual-interface (capable of being read in  
          contact or contactless mode).  Cards equipped with contact chips  
          must be inserted into a chip-enabled terminal in order to be  
          read, to ensure that the contacts on the chip can make physical  
          connection with the contact readers in the terminal.  Because  
          contact cards lack an antenna with which to wirelessly transmit  
          data from the chip, data on these chips cannot be read without  
          physical connectivity.

          Contactless cards contain chips equipped with wireless antennae.  
           These antennae must be within approximately one and a half  
          inches of a terminal or other reader in order to be read.   
          Contactless chips with the latest technology can be turned off.   

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          Other contactless chips cannot be turned off, but can be  
          shielded.  

          Experts contend that contactless chip cards do not represent  
          security hazards to their holders.  Not only must the cards be  
          extremely close to a reader to be read, there is very little  
          useful information available from these cards, even if it they  
          are read by thieves.  A card number, expiration date, and  
          three-digit security code are of little use to a fraudster,  
          without a cardholder name or address.  Experts advise that the  
          address verification software used by most merchants who accept  
          credit and debit cards would reject a transaction attempted by  
          someone who lacked the billing address or billing zip code for  
          an account.  

           Comments
           
          According to the author, "SB 1351 reduces card present fraud at  
          the front-end by requiring chip technology.  The bill allows for  
          any other technology that is more secure than chip technology to  
          promote innovation.  Amendments have been taken to delay  
          implementation and create a five year sunset.  Small employers  
          and small financial institutions will have extra time to comply.  
           Californians expect their government to do what is reasonable  
          to protect them.  This bill ensures that financial institutions,  
          credit card companies and retailers utilize more secure payment  
          methods as soon as reasonably possible to protect consumers."

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  No   Local:  
           No

           SUPPORT  :   (Verified  5/21/14)

          Consumer Federation of California
          Consumers Union
          Privacy Rights Clearinghouse

           OPPOSITION  :    (Verified  5/21/14)

          Association of California Life and Health Insurance Companies
          California Attractions and Parks Association
          California Bankers Association
          California Chamber of Commerce
          California Hospital Association

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          California Hotel and Lodging Association
          California Independent Bankers
          California Restaurant Association
          Electronic Transactions Association
          Internet Coalition
          MasterCard Worldwide
          National Federation of Independent Business
          Orange County Business Council
          Simi Valley Chamber of Commerce
          TechNet
          The Internet Association
          Visa, Inc.

           ARGUMENTS IN SUPPORT  :    Consumers Union (CU) supports this bill  
          on the basis that it will help reduce the number of Californians  
          whose credit and debit information is stolen by taking steps to  
          reduce counterfeit payment card fraud.  CU supports requiring  
          the highest possible existing payment card security standard,  
          and applauds this bill's emphasis on both card issuers and  
          merchants.  Although this bill will not stop all payment card  
          fraud, this bill will help reduce it.  Over 90% of retail sales  
          are made at a physical POS-the focus of this bill.

          Privacy Rights Clearinghouse states, "Recent high-profile  
          payment card breaches at Target, Neiman-Marcus, Michaels, and  
          other retailers clearly demonstrate the need to move away from  
          magnetic stripe technology.  SB 1351 would help protect  
          Californians from the now pervasive epidemic of card present  
          payment card fraud."

           ARGUMENTS IN OPPOSITION  :    The California Bankers Association  
          asserts that this bill interferes with interstate commerce by  
          attempting to regulate contracts between two out-of-state  
          parties, neither of which is the state or a California consumer.  
           Because of this, the state does not have standing to demand  
          contract conditions.

          A coalition of business groups, including the California Chamber  
          of Commerce, California Hotel and Lodging Association,  
          California Restaurant Association, and Association of California  
          Life and Health Insurance companies, notes that this bill will  
          set a bad precedent by placing a specific method of fraud  
          prevention in statute.  "We are learning of all the ingenious  
          and innovative ways that hackers and fraudsters are employing  

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          today, but they continue to get more and more creative.   
          Unfortunately, this bill ties the hands of the law-abiding  
          companies that need dynamic and innovative methods instead of a  
          one-size fits all approach to fight fraudsters and hackers."   
          The coalition is also concerned about the broad definition of  
          "retailer" in this bill, which not only covers large companies,  
          but also small stores, small restaurants, and non-profits.   
          Businesses with very small profit margins may have to resort to  
          cash-only transactions to avoid the requirements in this bill.


          MW:k  5/22/14   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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