Political Reform Act of 1974: candidate controlled committees: campaign statements.

The additional reporting requirement for candidate-controlled committees (when the candidate will not appear on the next ballot and expenditures to a single person exceed $20,000) was moved from a standalone subdivision (u) into the general expenditure disclosure provision at subdivision (k)(4)(B). This is a drafting reorganization, not a policy change.

The triggering conditions were restructured from a two-condition test with separate exceptions into a four-part combined list: (1) $20,000+ aggregate to a single person, (2) candidate-controlled committee for an elective office where the candidate will not appear on the next ballot, (3) committee not established for reelection to the same office, and (4) expenditure is not a contribution or credit card payment. The net effect is identical.

The bill moved from the amended-in-senate format (with line numbers, amendment tracking marks, and multiple amendment dates) to the enrolled clean format with final passage dates (Assembly August 20, 2026; Senate August 19, 2026).

New enhanced reporting requirement added to Section 84211(k)(4)(B): when a candidate-controlled committee makes $20,000+ in aggregate expenditures to a single person, the candidate will not appear on the next ballot, the committee is not established for reelection to the same office, and the expenditure is not a contribution or credit card payment, the filer must disclose (1) the specific political, legislative, or governmental purpose satisfied by the payment, and (2) whether the payee or reportable subvendor is an immediate family member of the candidate, a paid member of campaign or officeholder staff, or an immediate family member of such a paid member.

The same enhanced reporting requirement is added to the parallel provision governing campaign reports under Sections 84200 and 84200.5 (the second Section 84211), extending the new disclosure obligation to that separate filing type.

Section 84211(u)(3)(D) narrows the relationship disclosure trigger: previously it required reporting if the payee or subvendor had a relationship to 'the candidate or any individual with authority to approve the expenditure of campaign funds held by the committee.' Now it only requires reporting if the relationship is to 'the candidate's campaign or officeholder staff,' removing the broader category of anyone with fund-approval authority.

Cross-reference in Section 84211(u)(1) updated from 'paragraph (2)' to 'paragraph (3)' and the introductory language restructured to use 'Except as provided in paragraph (2)' framing, reflecting the reorganized exception structure.

New exception: the additional reporting requirement does not apply to a committee established for the reelection of the controlling candidate to the same office.

New exception: the additional reporting requirement does not apply to expenditures for contributions or credit card payments.

The description of consideration for each expenditure must now include the specific political, legislative, or governmental purpose that is satisfied by the payment, rather than just a general description.

The relationship disclosure requirement is expanded to specifically define three reportable relationships: (1) an immediate family member of the candidate, (2) a member of the candidate's campaign or officeholder staff, and (3) an immediate family member of a member of the candidate's campaign or officeholder staff.

The expenditure threshold triggering additional reporting for candidate controlled committees was set at $20,000 (previously left blank as '$ ___'). A committee must report the full name, street address, amount, and description of consideration for expenditures to a single person totaling $20,000 or more in the aggregate during the reporting period, but only if the controlling candidate will not appear on the ballot at the next election.