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RES 2010-22 ADOPTING ANTI-IDENTITY THEFT PREVENTION PROGRAM=int•_; -i RESOLUTION No, 2010-22 A RESOLUTION of the City Council of the City of Bainbridge : r Island, Washington, a row .and adopting n i ent t theft prevention program, . WHEREAS, the City of Bainbridge Island operates a consolidated T ter or utility providing water, sewer and storm and surface Fater management utility services pursuant to Title 13 of the City of Bainbridge Island Municipal Code andTitle 57 of the - CW; and WHEREAS,, the Fair and Accurate Credit Tr nsactlons' A. t Of 2003, Pub. L. 108-159) "Red Flag Rules") requires certain financial institutions and creditors with "Covered Accounts" to prepare, adopt, and implement an 'Identitytheft prevention program to identify, detect, respond to and mitigate patterns, practices or specific activitle.s which could indicate identity theft; and WHEREAS, the City maintains certain continuing -accounts with utility service customers and for other purposes which involve multiple payments or transactions with payment deferred until a future date and such accounts are "Covered Accounts" within the meaning cf the Red . Flag Rules; and WHEREAS, to condi with the Red Flag Rules, the City has an identity theft prevention program in the form attached hereto as Exhibit ""A." and incorporated herein by this reference (the "Program") and has recommended that the Program now be approved and adopted by the City Council for implementation; now, therefore, THE CITY COUNCIL of THE CITY of BAINBRIDGE ISLAND, WASHINGTON., DOES S R SOLVE AS FOLLOWS: 1. The Program is hereby approved and adopted effective as of the date set forth below. 2. Thi Finance Director is hereby authorized and directed to implement the Program in accordance with its terms. PASSED by the City Codncil thi's 2nd day of Jure, 2010. APPROVED by the Mayor this 2nd day of June, 2010. 400 - Bob Scales, Mayor 403746.2 109470010105 ATTEST/AUTHENTICATE Rosalind D. Lasso, City Clerk FILED WIT THE CITY CLERK: May 27,2010 PASSED BY THE CITY. COUNCIL; June 21, 2010 RESOLUTION NO, 2010'-22 40371. 1 094700 10105 -2- S .t X I ►IT A _- � Identity Theft Prevention Program 1. Purpose. To establish an Identity Theft Prevention Program, designed to detect, prevent and mitigate theft in connection with the opening of a Covered Account or an existing Covered. Acount .and to provide for continued administration' of the Program in compliance -with Part 681 of Title 16 of the Code of Federal' R.egul tl s implementing. Sections 114 and 315 of the Fair and Accurate Credit Transactions Act FACTA of 2003.. 2. Definitions, Account is defined as a continuing relationship establish d by a person with a creditor t obtain a product or .service for personal, family, household or business purposes. Covered Account is defined x an account. that a. financial institution offers or maintains -primarily for personal,. family or household purposes, that involves or is designed to permit, multiple payments or transactions, including one or more deferred payments* and(ii) any other accounts the City identifies as having a foreseeable risk to customers or to -the safety and soundness of the City from identity theft. Creditor -has the same meaning -as defined in Section 702 of the Equal Credit Opportunity Act, 15 U.S.C. 1691a, and includes a person or entity that arranges -for the extension, renewal or continuation of credit, including the City. Custom is a. person or u siness entity that has a. Covered Account with the City. Identifying information means any name or number that may be used alone or with any other in rr ation to identify a specif"re person; including name, address, telephone number, social security- number, date of birth, official state or government- issued driver's is license or identification number, alien registration number, government passport, employer or tax identification number, and unique electronic identification number;, Identity Theft is defined s fraud committed using the identifying information of another person, Red Flag is deferred as a pattern, practice, or specific aetivity that indicates the possible existence of Identity Theft. Service Provider means a person or business entity that provides a service directly to the City relating to or connection with a Covered Account. 3. The Prot!rain. The City establishes an Identity Theft Program to detect, prevent and mitigate identity theft.. The Program shall include reasonable policies and procedures to: 403746.E 1 094700 10105 -3- A. Identify relevant Red Flags for Covered Accounts that if offers' or maintains and 'incorporate those Red Flags into the Progr ; rY B. Detect lied Flags that have been incorporated into the Program; � s C. Respond appropriately to any Red Flags that are detected to prevent Ind mitigate identity theft; 4nd D. Ensure that the Program is updated periodically to reflect any change§ in risk to , the customers and to the safety and soundness of the credi C. Applicable le supervisory guidance. - 5. a tr c o e fit identifles the following4f Red Flags and will train y .s the appropriate staff to recognize these Red Flags as they are encountered in the ordinary +- course of City business A. - Suspicious documents Identification document. or card that appears to be forged, altered or unauthentic; ii. Identification document or card where a -person's photograph or physical description is not consistent with the person presenting the document; Iii. other information on the identification document is not consistent with the information provided by the person opening new Covered Account, her the customer presenting the identification, or with existing customer -information on -file with the creditor (such as a signature card or recut check); and iv,. Application for service that appears to have been altered or forged. B. - - :Suspicious personal identifying information i, Identifying information presented that is inconsistent with other information that .the customer provides, for instance, where there is lack of correlation between the social security number range and the date ofbirth; il. Identifying information presented that is inconsistent with external sources of information,, for instance, and address sloes not ma ch a consumer report or a social security number is listed in the Social Security Administration's Death piaster File; iii. Identifying - information presented is associated with common types of fraudulent activity, such as presentation f ars invalid phone number or fictitious billing address used in previous fraudulent activity; I . Social security number presented is the sane number that has been given by another customer; V. An address or phone number presented that is the same as that of another person; 403746,2109470010105 -5- C. Vi. A person fails to provide complete personal idetitifying information on a application when reminded to do so however, by. law;-, social - .:security : ribxiiber8 must not be required) ; and vii, A person's identifying i formati n is not consistent with the information that is. on dile for the customer. Suspicious account activity or unusual use of an account i. Change of address for an account followed by a request to change the account holder's name; 1, Payments. stop on ars otherwise consistently up-to-date . account; iii. Account used in a way that is not consistent with Prior use (example: very high activity); . iv. Mail sent to the account holder is repeatedly returned as undeliverable-, V. Notice -to the City that a customer is not receiving mail sent by the City; i. Notice to the Citi that an account has unauthorized activity; vii. Breach in the City's computer system security; and vii. Unauthorized access to or use of customer account information, D. Alerts from others - E. . Notice to the City from a customer, identity theft victim, law. enforcement officer or other Person that the City has opened or is maintaining a fraudulent account for a person engaged in identity theft. Notifications and Warnings From Credit Reporting Agencies i. Report of fraud accompanying a credit report; ii, Notice or reposl from a credit agency of a credit freeze on a customer or applicant; 403746.E 1 094700 10105 -6- :. iii, Notice or report from a - credit agency . of an.active duty alert for anapplicant; and iv. indication from a credit report of - activity that is II inconsistent with a cuss' tomer''s us�lal pattern or activity '. Detecting Red F1a A. New .cco .nts. 'In order to detect any of the Red Flags identified above associated with- the opening of a new account, City staff will take the following steps -to. obtain and verify the identity of the. person opening the account: L Require certain identifying information such as name, date of firth, residential _ or business address, principal place of business for an entity, driver's license or other identification, rr. verify the customer's identity (for instance, review driver's licnse or Other identification card);, iii.. Review documentation shoving the existence' of a business entity; and Iv. Independently contact the customer. B. Existing Accounts, In order to detect any of the Red Flags identified above for an existing account, City staff will take the following steps to monitor transactions with - account; Verify the identification of customers if they request information in person, via telephone, via facsimile, via email); ii, verify the validity of requests to change billing addresses; and iii. Verify changes in banking information given for billing and payment p -poses. . Preventing and Mitigating Identity Theft. in the event that City staff detect an identified Red Flags, such staff must contact the City's Finance Director. The Finance Director will then decide which of the following steps should be talent A. Monitor the Covered Account for evidence of identity theft; B. Contact the customer; 403746.2 10947001 10 -7- a C. Change any passwords, security codes, r other security devices t at exit' access to a Covered Account; D. Reopen en Covered Account with a new number; E. Not -open new Covered Account; F. Close ars existing Covered Account; G. Notify law enforcement; or H. Determine that no response is warranted udder the particalar circumstances. . Protect Customer Iden'tifying Information. In order to further - regret the likelihood res pct tot accounts the 1t shah take the .f Identity `heft occurring t p following steps with respect to its internal operating procedures to protect customer Identifying information: A. Secure the City website but provi6de clear notice that th.e website is tiot secure; B. Undertake complete and secure destruction of paper documents and computer files containing customer information; C. Mae office computers password protected and provide that comp&er screens lock: after a set period of time; D. Keep ' offices clear of papers containing customer identifying info matio ; E. Request only the last 4 digits of social security numbers. if any); F. Maintain conf uter virus protection up to date; and G. Require and keep only the kinds s of customer information that fire necessary for City purposes. 9. Program . The Finance Director, or designee, shall serve as the Program Administrator. The 'Program Administrator will periodically 'review and A date this Program to reflect changes in risk to customers or to the safety and sound ess of the organization from identity theft based on factors such as: A. The experiences of he City with identity theft; Charges in methods of identity theft; C. Changes in methods to prevent, detect and mitigate identity theft; 403746.2 1094700 10105 -- D. Changes in tie' types ofaccounts that the City offers or maintains; or E. Changes in the business arrangements of the -City, 'nel din mergers, .' acquisitions, alliances, joint ventures and ear ice =p rovrd r arrangements. eats, After considering these - factors, the Program A'd i i.str t r will. determine whether change's . io the Program, including the listing . of Red Flags, are warrant d. If war ranted, the Program Administrator -will -update the Program or present the City Cou ch with recommended Phanges,. and the City Council il.l make e a determination of whether to accept, modify, or rej e t those changes to the Program. 10. Administration of Ithe Proms. A. The Pr gr m Administrator shall he responsible for the development, implementation, oversight, and continued administration of the Program; B. The Program shall include staff` training, as necessary, to effectively implement the Program. C. The Program. shall, include appropriate and effective oversight of service provider -arrangements. i 11. oversight o the grogram, oversight o the Program all include: f r 1 I A. lmple,mentation :of the Program; B. Review of reports prepared by staff regarding compliance; C. Approval of material changes to the Program as accessary to address changing risk of identity theft, r Reports shall ' e prepared 's follows: A, Thestaff responsible for development, implementation tion and admi istration f the Program shall report to the Program Administrator annually, at least, regarding compliance her the organization to the Program. B. The report shall include matters related to the Program such s: The ef'f'ectiveness of the policies and procedures in addressing the risk of identity theft as it relates to the opening of Covered Accounts and existing Covered Accounts; ii. Service provider agreements; 403746.E 1 094700 10105 -9- Significant incMents. involving identity . theft. and management's response. lv. Recommendations for material.. changes to the Program. 12.-: -- Service Provider' Arrangements,. In the evert, the City. engages a Service P ovider to p rfor' m- an a tivity in- cOnnectionwith one or more Covered Accounts, the City shall tale 'the following step's to require that the Service Provider performs its activity in -accorda ce with reasonable policies and procedures dosigned to detect, & ent, and. mitigate the risk f Identity `heft: .@ Require, by contract, that Service Providers acknowledge receipt dtid review of the Program and agree to perform its activities with respect to City Covered Accounts in com fiance with the terms and conditions of the Program and with all instruction aad directives issued by the .Progrm Administrator relative'to the Program; or B. Require, by contract, that Service Providers aclnowlege receipt dud review of the Program and agree to perform its a tivities with respect to City Covered Accounts in compliance with the terms and conditions of the Service Provider's identity theft prevention program and will t l e appropriate action to prevent and mitigate identity theft; and that the Service Providers a re to report promptly to the City in writing if the Service Provider, in connection with A City Covered Account, detects an incident of actual or attempted identity theft or is unable to resolve one or more Red Flags that the Service Provider detects in connection wit Covered Account. 13, Customer Identifying` Information and Public Disclosure. The identifying information of City customers with Covered Ac'courts shall be kept confid&inial and shall be exempt from public disclosure to the maximum extent authorized by law, including RCW .42.56:230.(4). The City Council also Binds and determines That public disclosure of the City's specific practices to identity, detect, prevent and. mitt"ga,te identify theft may corap r mi e - the effectiveness of such practices and hereby directs that, under the Program, knowledge ledge of such. specific practices shall be limited to the Program Administrator and those. City employees and Service Providers who need to b aware of such practices for the purpose of preventing Identity Theft. 403746.2 1094700 10105 -10-