All,

This thread begins discussion of proposed audit-related updates to the
Mozilla Root Store Policy (MRSP).

These changes are intended to improve the depth, consistency, and
verifiability of information available to Mozilla when assessing CA
compliance, and when evaluating root inclusion requests. In particular, the
proposed changes are meant to *(1)* address gaps between high-level audit
opinions and the underlying controls and operational practices that those
opinions are meant to assess (*#296
<https://github.com/mozilla/pkipolicy/issues/296>*– Detailed Controls
Reports), *(2)* update references to audit criteria (*#297
<https://github.com/mozilla/pkipolicy/issues/297>*–WebTrust / ETSI), *(3)*
clarify audit coverage following key generation (*#298
<https://github.com/mozilla/pkipolicy/issues/298>*), and *(4)* add a root
key generation recency requirement (*#294
<https://github.com/mozilla/pkipolicy/issues/294>*).

*Here is a GitHub diff comparison
<https://github.com/mozilla/pkipolicy/compare/3b7d84f5c9708cf6be9655319825d60ea338eca4...ad8e1766be6e0e9a93a64b0b71506ae923086ec5>*
of the *currently proposed MRSP v3.1
<https://github.com/BenWilson-Mozilla/pkipolicy/blob/3.1/rootstore/policy.md>*
(working draft, subject to change)  vs. the *current MRSP v3.0
<https://www.mozilla.org/en-US/about/governance/policies/security-group/certs/policy/>*
:

*Overview of Proposed Changes*

*1. Introduction of Detailed Controls Reports (DCRs) – #296
<https://github.com/mozilla/pkipolicy/issues/296>*

The current audit framework relies primarily on standardized audit reports
(e.g., WebTrust or ETSI), which provide an opinion on whether controls are
suitably designed and operating effectively. However, these reports often
do not include sufficient detail about the controls themselves, how they
are implemented, or how compliance is verified.

The proposed addition of Section 3.1.5 introduces a requirement for an
annual Detailed Controls Report (DCR), beginning July 1, 2027.

Under this approach, a DCR would:

   - supplement, but not replace, existing audit reports;
   - define system boundaries, scope limitations, and interactions with
   relevant parties;
   - provide a structured and comprehensive description of CA systems,
   controls, and audit testing;
   - contain control mappings, descriptions of control design, testing
   methodologies, and results; and
   - incorporate risk considerations and how implemented controls address
   those risks.

The DCR is intended to bridge the gap between high-level audit opinions and
the underlying technical and procedural reality of CA operations. Also, the
DCR would not be publicly disclosed, but a CA operator would have to
provide it to Mozilla upon request.

*2. Clarification of Continuous Audit Coverage – #298
<https://github.com/mozilla/pkipolicy/issues/298>*

Section 7.1 currently includes language requiring “contiguous
period-of-time audit reports,” which has led to ambiguity regarding whether
audit reports must be issued immediately following root key generation.

A proposed revision in subsection 5 clarifies that:

   - Continuous audit coverage refers to the absence of gaps in audited
   periods, not the timing of report issuance.
   - Audit reports are expected to follow the CA operator’s normal audit
   cycle (e.g., annual reporting), and are not required to be issued
   immediately after key generation.
   - A root key generated within an already-audited environment may be
   considered covered, provided there are no material changes to controls.

However, the following additional edits have not yet made it into MRSP v.
3.1 section 7.1:

“Before being included, CA operators MUST provide evidence that their CA
key pairs and CA certificates comply with the current Mozilla Root Store
Policy and the applicable S/MIME BRs or TLS BRs, and have continuously
complied, from the time of CA private key creation (see Section 3.1.3),
with the Mozilla Root Store Policy and the applicable Baseline Requirements
in effect during the relevant audit periods. Evidence of such continuous
compliance consists of: (1) existing period-of-time audit reports covering
the CA operator’s systems, processes, and controls; and (2) an
auditor-witnessed key generation ceremony report for the root CA key pair.
Where the key pair was generated within the audited environment and subject
to the same controls, and no material changes to those controls have
occurred, a separate or immediate audit is not required prior to submission
of a Root Inclusion Request, as the subsequent audit report covering the
applicable audit period is expected to include the new root CA certificate
within its scope.”

I plan to incorporate this language into the draft; feedback is welcome.


*3. Root CA Key Generation Recency Requirement – #294
<https://github.com/mozilla/pkipolicy/issues/294>*

The proposed update to Section 7.1 also introduces a requirement that root
CA key material be generated within five (5) years prior to submission of a
root inclusion request.

Under this approach:

   - Root inclusion requests will only be accepted if the corresponding
   root key pair was generated within the preceding five years.
   - The requirement is tied to the auditor-witnessed key generation
   ceremony report submitted with the request.

This change is intended to:

   - Promote modern cryptographic practices and operational readiness;
   - Ensure that newly included roots reflect current security
   expectations; and
   - Reduce reliance on long-dormant or aging key material.

*4. Updates to Audit Criteria References – #297
<https://github.com/mozilla/pkipolicy/issues/297>*

Sections 3.1.1 and 3.1.2 are updated to reference the current versions of
applicable WebTrust and ETSI audit criteria.  This is a maintenance update
intended to ensure alignment with current audit standards and to avoid
ambiguity regarding applicable criteria versions.


Feedback on proposed direction and draft language are welcome.

Thanks,
Ben Wilson
Mozilla Root Program

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