LobbyistsRegistration and Reporting
Section § 86100
This law outlines who needs to register with the California Secretary of State in relation to lobbying activities. Specifically, lobbying firms, lobbyist employers with in-house lobbyists, and lobbying coalitions with in-house lobbyists must register. Individual lobbyists must file a certification as part of their firm's or employer's registration. Certain entities, like employers that only contract with lobbying firms and don't have in-house lobbyists, are exempt from registration but must keep records and file quarterly reports. Registration statements must generally be filed both online and on paper, but online-only filing may be allowed once a certified system is available.
Section § 86101
If you're a lobbying firm or an employer who hires lobbyists, you need to register with the Secretary of State within 10 days of starting your lobbying activities.
Section § 86102
This law states that the Secretary of State charges lobbying firms and lobbyist employers a $50 annual fee for each lobbyist on their registration statement. Half of the money collected goes to the Political Disclosure, Accountability, Transparency, and Access Fund, while the other half goes to the General Fund.
Section § 86103
This law outlines the requirements for a lobbyist's certification. A lobbyist must submit a recent photo, and their full name, business address, and phone number. They must also confirm that they have read and understood certain legal prohibitions. If they're renewing a previous certification or are new, they must declare completion of an ethics course either within the past year or soon. If not completed as promised, their certification becomes void, and they cannot act as a lobbyist until the course is completed and a new certification is filed. The Secretary of State requires these details, ensuring lobbyists meet consistent ethical standards.
Section § 86103
This law outlines what a lobbyist must include in their certification in California. It requires a recent photo, contact information, acknowledgment of certain prohibitions, and details about completing an ethics course. If a lobbyist hasn't completed the course recently, their certification may be conditionally accepted, but they must finish the course by a specified deadline. Failure to do so makes their certification void, preventing them from acting as a lobbyist until they meet the requirement. The lobbyist must also pay registration fees online when submitting their certification.
Section § 86104
This law section outlines the registration requirements for lobbying firms. A lobbying firm must provide its full name, business address, and phone number. It also needs to list its lobbyists, including their certifications. For contracts with other individuals or entities, the firm must supply detailed information such as names, addresses, authorization documents, contract periods, and descriptions of the business or professional activities involved. The lobbying interests and targeted agencies must be identified as well. Additionally, the firm should designate a responsible individual to handle filings and record keeping, who must acknowledge understanding of certain prohibitions. Lastly, any other information requested by the commission should be included.
Section § 86104
This law outlines what information a lobbying firm in California must include when registering. The required details include the firm's contact information, a list of its lobbyists, and the certification of each lobbyist. Additionally, the firm must provide information about each individual or entity it contracts with for lobbying services, such as contact details, business information, and lobbying interests. They must also identify which state agencies they plan to influence and designate a responsible person for filing reports and maintaining records. This responsible person must acknowledge understanding certain prohibitions.
Section § 86105
This section outlines what information a lobbyist employer or coalition must include when registering in California. They need to provide their full name, business address, email, and phone number, and describe their nature and interests. Individuals must provide employer information or details about their self-employment, while businesses, associations, and other entities need to describe their activities and who they represent. They must also list their lobbying interests and state agencies they will try to influence. Additionally, they should provide a list of employed lobbyists and each lobbyist's certification, along with any other details required by the Commission.
Section § 86106
If you're a lobbying firm or employer in California and you're involved in activities that require registration, you need to renew your registration every two years. This involves submitting photos of your lobbyists, their authorizations, and a registration statement between November 1 and December 31 of even years. Each lobbyist also needs to renew their certification when their firm or employer renews their registration.
Section § 86107
This law says that if there's a change in the information originally filed in a lobbying registration, you must update it both online and on paper with the Secretary of State within 20 days. If the change involves a new client for a lobbying firm, the update must happen before any lobbying occurs for that client. When lobbying firms or lobbyist employers stop their activities, they need to file a termination notice within 20 days, unless it's at the end of a legislative session. Lobbyists have similar rules for ending their activities, but don't need to file a termination notice if they stop at the end of a session. Additionally, regulations continue to apply for six months after cessation of activities or legislative session closure.
Section § 86107
This section explains what to do if information about lobbying activities changes in California. If any details in a lobbyist's registration or certification change, an update must be filed online with the Secretary of State within 20 days. If the change involves a new client for a lobbying firm, the update must happen before lobbying for that client. If a lobbying firm or lobbyist stops their activities, a termination notice is required within 20 days, unless they stop at the end of a legislative session. Lobbyists and lobbying firms have to comply with gift limits until six months after filing a termination notice or after a session closes if they stop lobbying then.
Section § 86108
This law requires that the Secretary of State must make public any information on registration statements and related documents, such as amendments, renewals, or termination notices, within 30 days of their filing.
Section § 86108
Whenever the Secretary of State receives any registration forms, updates, renewals, or termination notices, they must make all details available online for the public to see as soon as possible.
Section § 86109
The Secretary of State in California must publish a directory of registered lobbyists, lobbying firms, and employers within 140 days after the start of each regular legislative session. They will also publish updates to this directory as needed.
Section § 86109.5
This law requires the California Secretary of State to create and keep an online directory of lobbyists, lobbying firms, and employer lobbyists. The directory must be updated every week.
Additionally, a list of changes made in the previous week, such as new registrations or alterations, must be posted online.
This online system couldn't start before July 1, 2001, unless given special approval. The online data must also include specific information, like street addresses, from any documents filed.
Section § 86109.5
This law requires the California Secretary of State to create and keep an online list of lobbyists, lobbying firms, and organizations that hire lobbyists. The information must be updated promptly when new data comes in.
The online database must show the street addresses of these lobbyists or their representatives, as detailed in any documents filed according to specific regulations.
Section § 86110
This law requires lobbyists, lobbying firms, and employers of lobbyists to keep detailed records of any payments or expenses they make or receive related to their lobbying activities. These records, which include accounts, bills, and receipts, must be maintained according to specific regulations set by the commission to ensure compliance with reporting obligations.
Section § 86111
This section defines what counts as an 'activity expense' in a lobbying context. An activity expense is any cost or payment made by a lobbyist or related entity that benefits state officials or their immediate families. This includes gifts, honoraria, and other payments, but not campaign contributions. Additionally, an 'agency official' is any state agency official whose actions have been influenced or are being influenced by a lobbyist or affiliated person.
Section § 86112
If you're required to report activity expenses, you need to include several details: the date and amount of each expense, who benefited from it and their role, describe the benefit and its value, and who was paid if it's different from the beneficiary. You also need to provide any additional information that the commission asks for, as long as it aligns with the goals of this chapter.
Section § 86112.3
If you're sending invitations to events to elected officials, candidates, or certain government officials, you need to include a clear statement saying their attendance will count as accepting a reportable gift. The statement must be easy to read, with specific size and contrast requirements.
This requirement doesn't apply if attending the event isn't considered a reportable gift according to another specific regulation. Violations of these requirements can only be penalized through specific legal remedies, not others.
Section § 86112.5
California law requires anyone filing a report about gifts in connection with lobbying activities to inform each recipient of the gift about certain details. This includes the date and value of the gift and what exactly was given, whether it's goods or services.
The person must provide this information within 30 days after the end of each calendar quarter during which the gift was given. They can fulfill this requirement by giving a copy of the relevant expense section from the report they submitted to the Secretary of State.
If there is a violation of these rules, penalties are limited to those outlined in Chapter 3, and not the broader penalties in Chapter 11.
Section § 86113
This law states that lobbyists must regularly complete and verify a report. The report should list all activity expenses the lobbyist has during a specific time frame and any donations of $100 or more that the lobbyist gives to or delivers for elected state officials or candidates. Additionally, lobbyists have two weeks after the end of each calendar quarter to submit the report to their employer or firm.
Section § 86114
This law outlines the reporting requirements for lobbying firms. They must regularly file reports that include their contact info, a list of clients, the lobbying interests of those clients, and any payments received. They also need to list any expenses, including those paid by others, and report if they subcontract with other lobbyists, including details and payments to those subcontractors.
Additionally, the firms must disclose contributions of $100 or more to state officers or candidates. If this contribution is already reported elsewhere, they can simplify the report. Firms must also include any additional information the commission requires and detail any partners or staff who directly communicate with state officials on behalf of clients, apart from clerical staff.
Section § 86114
This section requires lobbying firms to regularly file detailed reports on their activities. They must provide their contact information and list any clients who pay them for lobbying services, along with the total amount received. For each client, the report must specify legislative or administrative actions they have directly tried to influence through state officials. Actions the firm is just observing don't need to be included.
The report should also include all expenses, any subcontracts with other lobbying firms, and any contributions of $100 or more given to state officials or candidates. If reported in another campaign statement, only the committee's name and ID number is needed. Additional required information varies depending on the firm's size and activity level.
Section § 86115
This law section states that certain people need to file specific statements. These include any employer who hires a lobbyist and anyone who spends $5,000 or more per quarter to influence legislative or administrative actions. However, this requirement doesn't apply if all the payments fall under a specific exception noted in another section.
Section § 86116
This section outlines what information certain individuals must include in their regular reports. These individuals must provide contact details, total payments to lobbying firms and lobbyists, and specifics about their lobbying interests.
They need to include a verified report from each employed lobbyist and any activity expenses. Contributions of $100 or more to state officers or candidates must also be disclosed, unless already reported elsewhere, in which case they only need to list the committee's name and ID number.
Additionally, they must report all other payments made to influence legislative action, unless dealing with specific proceedings at the Public Utilities Commission, where they can report certain payments differently. The commission may also request other pertinent information.
Section § 86116
This section requires certain individuals, defined in another section, to file detailed reports on their lobbying activities. The reports must include the name and contact information of the lobbyist employer and the total payments made to lobbying firms and employed lobbyists.
The filer must also report contributions of $100 or more to state officers or candidates, along with detailed information on payments aimed at influencing legislative or administrative actions. Special reporting rules apply to payments related to the Public Utilities Commission's proceedings.
Filers must include other relevant financial activities, and all information provided must be verified by employed lobbyists.
Section § 86116.5
This law requires state and local agencies to disclose payments of $250 or more that are related to lobbying activities. This includes payments for goods and services used by lobbyists, expenses that wouldn't happen without lobbying efforts, and dues to organizations that spend significant amounts on lobbying. Agencies must report the name and address of the payee, the total payments for the period, and the total amount for the year. These reports should be filed according to specific sections mentioned in the law.
Section § 86117
This law outlines the filing requirements for certain reports related to lobbying activities. These reports must be submitted quarterly and should include financial details for the current legislative session, excluding previously reported information. For the first report, coverage begins at the start of the quarter when the individual registered for lobbying. During a period 60 days before the legislature's recess, if a person spends $5,000 or more on a new lobbying firm, they must report this expenditure within 48 hours. This quick-report needs to include the firm's details and what legislative actions the firm will influence.
Section § 86118
This law says that organizations or individuals who need to send specific reports, as outlined in two other sections (86114 and 86116), must file both the original and a copy with the Secretary of State. If it’s no longer necessary to file paperwork in physical form as stated in other laws (84605 and 84606), this requirement may change.
Section § 86118
This law section specifies that certain reports must be submitted online or electronically to the Secretary of State. Additionally, any documents that are required to be filed using paper can now be signed electronically by the person submitting them.
Section § 86119
This law defines what an 'issue lobbying advertisement' is and lays out the rules for their use. These are ads aimed at influencing legislative or administrative actions and cannot include ads targeting election outcomes. Advertisers must clearly state who paid for these ads, either by using specific phrasing or following detailed guidelines.
If someone pays $5,000 or more for these ads in a quarter, they must report it to the Secretary of State within 72 hours, including details like the total costs, the date the ad was first shown, and the action it addresses. Ads must mention any legislative actions, positions advocated, and how they were distributed. However, this law doesn't redefine 'lobbyist' or 'lobbyist employer' or apply to placement agents.