Codify — Article

Bill moves initiative and referendum titles, summaries, and fiscal analysis from Attorney General to Legislative Analyst

Reassigns preparation of circulating and ballot titles, fiscal estimates, and related voter‑guide content to the Legislative Analyst — changing whom proponents, the Secretary of State, and campaigns must work with; operative only if voters approve SCA 3.

The Brief

SB 1225 replaces the Attorney General with the Legislative Analyst for preparing circulating titles and summaries, ballot titles and summaries, and the fiscal analysis that accompanies statewide initiative, referendum, and recall measures. The bill updates multiple Elections Code and Government Code provisions to redirect duties, deadlines, and notices to the Legislative Analyst and to change who receives and posts required documents.

Many existing formatting and disclosure rules (for petition top‑funders, petition headings, and voter guide layout) remain, but the authoring office changes throughout the text.

Practically, the bill rewires operational workflows for proponents, county election officials, the Secretary of State, and campaigns: submission addresses and fee payments move to the Legislative Analyst; fiscal estimates are jointly prepared by the Department of Finance and the Legislative Analyst; the Secretary of State continues to post materials and notify counties; and specific new and clarified disclosure requirements (Official Top Funders, supporter/opponent listings on ballot labels) add documentary and timing burdens. All changes become operative only if voters approve Senate Constitutional Amendment 3 of the 2025–26 Regular Session.

At a Glance

What It Does

Transfers responsibility for preparing circulating and ballot titles and summaries, and for producing fiscal impact estimates and impartial analyses, from the Attorney General to the Legislative Analyst. It also reassigns procedural notifications, filing addresses, and certain petition disclosure references to the Legislative Analyst.

Who It Affects

Proponents of statewide initiatives, referenda, and recall petitions; committees that pay for petition circulation; the Legislative Analyst and Department of Finance; the Secretary of State and county elections officials; and organizations listed as supporters or opponents in the voter information guide.

Why It Matters

Shifts who frames the concise language voters see on petitions and the ballot and who signs off on the fiscal framing of measures — a change that alters institutional responsibility for clarity, tone, and methodology, and that imposes new documentary and timing requirements on proponents and sponsoring committees.

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What This Bill Actually Does

SB 1225 systematically replaces the Attorney General with the Legislative Analyst in the array of tasks surrounding statewide initiative, referendum, and recall measures. Where existing code directs proponents to submit text, request a circulating title and summary, and receive a fiscal estimate from the Attorney General, SB 1225 redirects those submission and preparation duties to the Legislative Analyst (including the unique numeric identifier, the 100‑word circulating summary limit, and the 75‑word condensed summary used on ballot labels).

The bill carries through that substitution across notices, petition headings, county notifications, and the state voter information guide.

The bill preserves existing substantive deadlines and coordination requirements but reorganizes who executes them. Proponents still must submit printed materials (no email or fax) and provide a $2,000 fee that is held in trust and refunded if the measure qualifies within two years.

The Legislative Analyst and the Department of Finance must jointly prepare fiscal estimates within 50 days (or provide an opinion if a reliable estimate is not possible in that period); after receipt of that estimate the Legislative Analyst has a fixed short window to deliver the circulating summary and numeric identifier to proponents and the Secretary of State so counties can start signature collection schedules.SB 1225 also keeps and clarifies disclosure mechanics for petition circulation. Committees that pay for circulation must produce an “Official Top Funders” sheet with exact formatting rules and submit it (and updates) to the Secretary of State for public posting.

For statewide referenda, the voter information guide must list the top three persons who aggregated $50,000+ contributions or expenditures to qualify the referendum (with special rules when money flows through primarily formed committees), and the ballot label for initiative measures will include a short, documented list of supporters and opponents capped at 125 characters and subject to documentary proof (e.g., certified formation documents and signed statements under penalty of perjury).All operative changes in SB 1225 are contingent on the voters approving SCA 3; until that effective date the existing Attorney General–centric provisions remain in force and the replacements in SB 1225 are dormant. The bill also creates or restates misdemeanor exposure for people who intentionally obscure the official summary on petitions, now defined as the Legislative Analyst’s summary once operative.

The Five Things You Need to Know

1

The proponents must pay a $2,000 filing fee to the Legislative Analyst (placed in a trust fund and refunded if the measure qualifies within two years) and may not consider a request filed until all printed submission requirements are satisfied.

2

The Department of Finance and the Legislative Analyst must jointly prepare the fiscal estimate within 50 days of receipt; if a reasonable estimate is not possible, they must provide an opinion within that 50‑day window.

3

The Legislative Analyst must deliver the circulating title and summary and a unique numeric identifier to proponents and the Secretary of State within 15 days after receiving the fiscal estimate or opinion; the circulating summary is capped at 100 words and the condensed ballot summary at 75 words.

4

Committees that pay for petition circulation must create an Official Top Funders sheet in specified type, disclose top contributors in descending order, submit it to the Secretary of State for posting, and may provide an internet page linking to the latest sheet and full text of the measure.

5

Ballot labels will include a 125‑character combined listing of supporters and opponents drawn from documented signers or argument authors; nonprofits and businesses listed must meet tests (generally 4 years in existence and significant donor/employee thresholds) and supply certified formation documents and signed attestations under penalty of perjury.

Section-by-Section Breakdown

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Section 107

Official Top Funders sheet — formatting and disclosure on petitions

Establishes precise visual and content requirements for an "Official Top Funders" one‑page disclosure that committees paying for petition circulation must create and use. The section dictates font size, bolding, placement of titles and descriptors, the format for listing top contributors (descending order, separate lines), optional endorsers, and an explicit link line directing signers to the Secretary of State posting or the committee's website. It also requires the committee to submit the sheet and subsequent updates to the Secretary of State for posting but relieves local election officials from verifying accuracy, and it makes inaccuracies non‑fatal to signatures.

Section 9001

Submission logistics and filing fee moved to the Legislative Analyst

Redirects the submission point for proposed initiative and referendum texts from the Attorney General's office to the Legislative Analyst and preserves the $2,000 fee structure, certification under penalty of perjury by each proponent, and the printed‑document requirement (no fax/email). The practical effect is to reroute where proponents send packets and payments and to create a separate trust account handling process for the Legislative Analyst's office identical in form to the existing AG process.

Section 9002 / 9004 / 9005

Public review, circulating summary drafting, and fiscal estimate process

Preserves a 30‑day public review period during which the text is posted and written public comment is solicited; amendments that are germane may be submitted during that period. After the review, the Legislative Analyst (not the Attorney General) prepares the circulating title and summary, with a hard cap of 100 words. The fiscal estimate requirement remains joint between the Department of Finance and the Legislative Analyst, with a 50‑day target to complete the estimate or provide an opinion; the Legislative Analyst must then return the circulating summary and numeric identifier to proponents and the Secretary of State within a statutory short window so counties can be notified of the "official summary date."

4 more sections
Sections 9006, 9007, 9008, 9009

Referendum summaries, transmissions to Legislature, petition headings and criminal deterrent

Applies the same author substitution to referenda: the Legislative Analyst prepares the circulating summary for referenda, transmits measure texts and summaries to the Legislature for potential hearings, and the Legislative Analyst's unique numeric identifier and summary must be printed across petition pages. The code also carries forward a misdemeanor for petition staff who cover or obscure the official summary (redefined, once operative, as the Legislative Analyst's summary), preserving a criminal deterrent tied to the visible summary on petitions.

Sections 9034 and 9035

25% certification triggers and signature thresholds reference the Legislative Analyst

When proponents certify they've collected 25% of required signatures, the Secretary of State transmits the initiative and the circulating title and summary (now prepared by the Legislative Analyst) to the Assembly and Senate, which must set hearings not later than 131 days before the election. The statutory signature thresholds (5% for statutes, 8% for constitutional amendments) remain intact but are redefined to reference issuance of the Legislative Analyst's circulating title and summary rather than the Attorney General's.

Sections 9050 and 9051

Ballot title/summary and ballot label mechanics shifted to the Legislative Analyst

Requires the Legislative Analyst to prepare ballot titles and condensed summaries for statewide measures submitted to the voters, and to supply the Secretary of State in time to meet voter information guide deadlines. The ballot label rules remain: condensed summaries (75 words), plus a short list of supporters and opponents appended to the label (125‑character cap) drawn from argument signers and subject to documentary proof (signed attestations and certified formation documents for organizations). The Secretary of State retains role of collecting these lists and confirming required documentation.

Sections 9086, 9087, 88002 (Government Code)

Voter Information Guide layout and Legislative Analyst impartial analyses

Mandates that the Legislative Analyst prepare the impartial analysis and fiscal analysis that appear in the state voter information guide, including a bolded statement of net state/local fiscal impact and, for bond measures, an explanatory table. For referenda the guide must present the Legislative Analyst's official summary followed by a "Top Funders of petition to overturn the law" listing (three persons meeting a $50,000 aggregation threshold, with special 90‑day lookback rules when funds flow through primarily formed committees). The Secretary of State continues to host the full texts and committee top‑10 data online.

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Who Benefits and Who Bears the Cost

Every bill creates winners and losers. Here's who stands to gain and who bears the cost.

Who Benefits

  • Voters seeking fiscal context: The Legislative Analyst's fiscal analysis and the requirement that the fiscal summary be included in both ballot and condensed summaries standardizes how fiscal impacts are presented, potentially improving comparability across measures.
  • Transparency advocates and watchdogs: Expanded "Official Top Funders" disclosures and the voter guide's top‑funder listing for referenda create new on‑page and online signposting of who financed petition drives and referendum qualification efforts.
  • Secretary of State and county elections officials: The statute codifies the Secretary of State's posting duty and county notification timing, giving election administrators clearer statutory direction on what to publish and when to begin signature collection schedules.

Who Bears the Cost

  • Proponents and circulating committees: Must retool submission practices (printed packets to the Legislative Analyst), pay the $2,000 fee, produce the Official Top Funders sheet in exacting format, and supply documentary attestations for supporters/opponents — adding compliance costs and administrative overhead.
  • The Legislative Analyst's office and Department of Finance: Absorbs the operational workload of drafting circulating and ballot summaries, handling mailed submissions, complying with public review inputs, and producing joint fiscal estimates within fixed deadlines — potentially requiring staffing and budget adjustments.
  • Smaller advocacy groups and nascent committees: Face higher barriers to being listed as supporters/opponents on ballot labels due to 4‑year existence and donor/employee thresholds, and they must provide certified documents and sworn statements if they seek listing, which raises transactional and privacy costs.

Key Issues

The Core Tension

The central tension is between improving the technical and fiscal framing of ballot measures and preserving a clear, timely, and legally familiar petition and ballot production workflow: assigning fiscal and summary duties to the Legislative Analyst may yield more uniform fiscal presentation and potentially clearer analyses, but it concentrates more, time‑sensitive public‑facing work in an office whose traditional remit and processes differ from the Attorney General's — producing a trade‑off between enhanced fiscal clarity and increased operational risk, timing friction, and procedural barriers for grassroots proponents.

SB 1225 is primarily a reallocation of institutional responsibility, but that shift carries consequential tradeoffs and operational questions. The Legislative Analyst is a nonpartisan fiscal office with a statutory practice of producing analyses; moving short, voter‑facing circulating and ballot summaries there raises questions about editorial style and review norms (the AG historically handled legal phrasing and titles).

The bill preserves public comment and committee review mechanics but requires paper‑only submissions and a tight sequence of interagency coordination (Legislative Analyst ↔ Department of Finance ↔ Secretary of State) that could create bottlenecks if staffing or funding is insufficient.

The disclosure and listing rules create practical challenges. "Official Top Funders" statements and the top‑three referenda list use monetary thresholds and 90‑day lookbacks to get beneath committee aggregation, but tracing funds through primarily formed committees will require detailed contributor records and raises potential privacy and operational friction. The supporters/opponents listing rule favors established entities (4‑year existence plus donor/employee thresholds) and requires certified formation documents and signed attestations under penalty of perjury, which will deter informal coalitions from being named and could produce disputes over eligibility, abbreviations, and de‑duplication within tight production timelines.

Finally, because the bill's replacement scheme is contingent on SCA 3, agencies will need parallel operating plans until the constitutional amendment's fate is clear — a transitional complexity the statute does not fully resolve.

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