HomeMy WebLinkAboutOrdinances - ORD-09-1466 - 04/20/2009 - AUTHORIZE ADOPTION OF IDENTITY THEFT PROGRAM AND POrdinance No. ORD-09- 1466
An Ordinance Authorizing the Adoption of an
Identity Theft Program and Prevention Policy
for the City of McHenry
WHEREAS, it has been determined by the Mayor and City Council of the City of
McHenry to establish an Identity Theft Program and Prevention Policy for the City of
McHenry.
NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF
THE CITY OF MCHENRY, as follows:
SECTION 1: The Mayor and City Council of the City of McHenry find that the
attached Identity Theft Program and Prevention Policy be and is hereby adopted by
the City of McHenry.
SECTION 2: This ordinance shall be in full force and effect from and after its
passage by the corporate authorities.
PASSED and APPROVED this 20"' day of April, 2009.
Ayes: Santi, Glab, Schaefer, Murgatroyd, Wimmer, Condon.
Nays: None
Abstained: None
Not Voting- None
Absent: Peterson.
ATTEST:
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City Cl c
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Mayor
City of McHenry
Identity Theft Program and Prevention Policy
The following Identity Theft Program and Prevention Policy (the "Policy") is to implement the
requirements of the Fair and Accurate Credit Transactions Act of 2003 and the associated final "Red
Flag" rules promulgated by the Federal Trade Commission requiring certain municipal utilities and
departments to enact certain policies and procedures regarding Identity Theft Red Flags and Prevention.
Section 1: Background
The risk to the City, its employees and customers from data loss and identity theft is of significant
concern to the City and can be reduced only through the combined efforts of every employee and
contractor.
Section 2: Purpose
A. The City adopts this Policy to help protect employees, customers, contractors and the City from
damages related to the loss or misuse of sensitive information. This Policy will:
1. Define sensitive information; and
2. Place the City in compliance with state and federal law regarding identity theft protection.
B. This Policy enables the City to protect existing customers, reducing risk from identity fraud, and
minimize potential damage to the City from fraudulent new accounts. The Policy will help the
City.
1. Identify risks that signify potentially fraudulent activity within new or existing covered
accounts;
2. Detect risks when they occur in covered accounts;
3. Respond) to risks to determine if fraudulent activity has occurred and act if fraud has been
attempted or committed; and
4. Update the Policy periodically, including reviewing the accounts that are covered and the
identified risks that are part of the Policy.
Section 3: Scope
This Policy applies to employees, contractors, consultants, temporary workers and other workers at the
City, including all personnel affiliated with third parties.
Section 4: Sensitive Information Policy
A. Definition of Sensitive information: Sensitive information includes the following items whether
stored in electronic or printed format which could be used on its own or in conjunction with
other information to commit identity theft:
1. Credit card information including any of the following:
a. Credit card number (in part of whole)
b. Credit card expiration date
c. Cardholder name
d. Cardholder address
2. Other personal information belonging to any customer, employee or contractor, examples
of which include:
a. Names
b. Address
c. Phone numbers
d. Date of birth
e. Customer account number
B. City personnel are expected to use the utmost of care in securing Sensitive Information. If an
employee is uncertain of the sensitivity of a particular piece of information, he/she should
contact his/her supervisor.
Section 5: Identity Theft Prevention Program
A. Definition of a Covered Account: Any customer account that involves or is designed to permit
multiple payments or transactions. Every new and existing account that meets the following
criteria is a Covered Account and is covered by this Policy:
1. Business., personal and household accounts for which there is a reasonably foreseeable risk
of identity theft; or
2. Business., personal and household accounts for which there is a reasonably foreseeable risk
to the safety or soundness of the City from identity theft, including financial, operational,
compliance, reputation, or litigation risks.
B. Definition of a Red Flag: Any potential indicators of fraud. Any time a Red Flag, or a situation
closely resembling a Red Flag, is apparent, it should be investigated for verification. Examples of
Red Flags include:
1. Alerts, notifications or warnings from a consumer reporting agency or service provider.
2. Suspicious documents such as:
a. Documents provided for identification that appear to have been altered or forged.
b. The photograph or physical description on the identification is not consistent with the
appearance of the applicant or customer presenting the identification.
c. Other information on the identification is not consistent with information provided by
the person opening a new covered account of customer presenting the identification.
d. Other information on the identification is not consistent with readily accessible
information that is on file with the City.
e. An application appears to have been altered or forged, or gives the appearance of
having been destroyed and reassembled.
3. Suspicious personal identifying information, such as:
a. Personal identifying information provided is associated with known fraudulent activity
as indicated by internal or third -party sources used by the City. For example, the
address on an application is the same as the address provided on a fraudulent
application.
b. Personal identifying information provided is of type commonly associated with
fraudulent activity as indicated by internal or third -party sources used by the City. For
example:
(i) The address on an application is fictitious, a mail drop, or a prison.
(ii) The phone number is invalid or is associated with a pager or answering service.
c. The address or telephone number provided is the same as or similar to the address or
telephone number submitted by an unusually large number or other customers or other
persons opening accounts.
d. The customer or the person opening the covered account fails to provide all required
personal identifying information on an application or in response to notification that the
application is incomplete.
e. Personal identifying information provided is not consistent with personal identifying
information that is on file with the City.
4. Unusual use of, or suspicious activity related to, a Covered Account, such as:
a. A new utility account is used in a manner commonly associated with known patterns of
fraud. For example, the customer fails to make the first payment or makes an initial
payment but no subsequent payments.
b. A covered account is used in a manner that is not consistent with established patterns
of activity on the account. There is, for example:
(i) Nonpayment when there is no history of late or missed payments.
(ii) A material change in purchasing or usage patterns.
c. Mail sent to the customer is returned repeatedly as undeliverable although transactions
continue to be conducted in connection with the customer's covered account.
d. The City is notified that the customer is not receiving paper account statements.
e. The City is notified of unauthorized charges or transactions in connection with a
customer's covered account.
f. The City receives notice from customers, victims of identity theft, law enforcement
authorities, or other persons regarding possible identity theft in connection with
covered accounts held by the City.
g. The City is notified by a customer, a victim of identity theft, a law enforcement
authority, or any other person that it has opened a fraudulent account for a person
engaged in identity theft.
Section 6: Responding to Red Flags
A. Once potentially fraudulent activity is detected, an employee must act quickly as a rapid
appropriate response can protect customers and the City from potential damages and loss.
B. Once potentially fraudulent activity is detected, the employee should gather all related
documentation and write a description of the situation. This information should be presented
to the designated authority for review, assessment and determination.
C. The designated authority will complete additional investigation and authentication to determine
whether the attempted transaction was fraudulent or authentic.
D. If a transaction is determined to be fraudulent or an attempt at fraud, appropriate actions
should be promptly taken including:
1. Continue to monitor an account for evidence of Identity Theft
2. Contact the customer
3. Not open a new account
4. Close an existing account
5. Reopen an account with a new number
6. Notify and cooperate with appropriate law enforcement
7. Determine that no response is warranted under the particular circumstances
Section 7: Periodic Updates to Policy
A. This Policy will be reviewed and updated to reflect changes in risk to customers and the
soundness of the City from identity theft. If warranted, the Finance Department will update the
policy or present the City Council with recommended changes.
B. Periodic reviews will include an assessment of which accounts are covered by the policy an
whether there are any new accounts.
C. As part of the review, Red Flags may be revised, replaced or eliminated. Defining new Red Flags
may also be appropriate.
D. Actions to take in the event that fraudulent activity is discovered may also require revision to
reduce potential damages or losses to the City and its customers.
Section 8: Policy Administration
A. Involvement of Management
1. Implementation of this Policy is the responsibility of the corporate authorities of the City
and approval of the initial Policy is to be appropriately documented and maintained.
2. Operational responsibility for the Policy is delegated to the Finance Director.
B. Staff Training
1. Staff Training shall be conducted for all employees for whom it is reasonably foreseeable
that they may come into contact with accounts or personally identifiable information that
may constitute a risk to the City or its customers.
2. The Finance Director is responsible for ensuring identity theft training for all requisite
employees.
3. To ensure maximum effectiveness, employees may continue to receive additional training as
changes to the Policy are made.
C. Oversight of Service Provider Arrangements
1. It is the responsibility of the City to ensure that the activities of all service providers are
conducted in accordance with reasonable policies and procedures designed to detect,
prevent, and mitigate the risk of identity theft.
2. The City will require, by contract, the service providers have such policies and procedures in
place.
3. The City will require, by contract, that service providers read, understand and agree to the
guidelines set forth in the City's Identity Theft Program and Prevention Policy and report any
Red Flags to the City.