I had a long conversation with a Technical Advisor at the California Bureau of Automotive Repair (BAR) regarding some of the finer points of engine swaps. This is what I came up with:
Vehicle family Rule:
Engine must come from a vehicle from the same family, ie. light duty to light duty, medium and heavy duty to same. What surprised me was the family range. Everything from a mini to a 1 ton truck is considered light duty, and engines can be interchanged. Everything greater than 1 ton pickup is considered med/heavy duty and thus cannot be used as a donor into a car.
Catalytic Converters:
CATs are not required to be installed on vehicles that did not come with them installed from the factory.
Kicker: OBDII donor vehicles have post CAT O2 sensors. These cannot be disabled in any way. Without the CATs, the PCM will throw a code, thus creating an issue with the conversion. So, although the CATs themselves are not required, if the Donor vehicle is OBDII, then by proxy, they are required.
Misc. Emissions controls:
EVERY piece of emissions package is required from the donor vehicle. That would include fuel tank (to include fuel pressure sensor), evaporative canister and all lines from and to the tank.
Referee inspection:
Pre-75 vehicles (vehicles not requiring smog tests) do not have to be referee certified. However, CHP (or any law enforcement officer, I suppose) can write you an emissions citation, which would need a visit to the referee to sign off to cancel the citation (fixit ticket). Apparently, the State is actively looking at modified vehicles for emissions violations (roadside checkpoints as mentioned previously)
Well...that should answer about everything.......