BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2216
                                                                  Page 1

          Date of Hearing:  May 4, 2010

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                 AB 2216 (Fuentes) - As Introduced: February 18, 2010
                                           
          SUBJECT  :  CONSTRUCTION CONTRACTS: PAYMENT OF SUBCONTRACTORS 

           KEY ISSUES  : 

          1)SHOULD SUBCONTRACTORS BE REQUIRED TO GIVE EARLIER NOTICE OF A  
            CLAIM AGAINST GENERAL CONTRACTORS FOR NON-PAYMENT ON PUBLIC  
            WORKS PROJECTS?

          2)SHOULD THE NUMBER OF DAYS REQUIRED FOR A CONTRACTOR TO PAY A  
            SUBCONTRACTOR BE REDUCED FROM 10 TO 7 DAYS?

           FISCAL EFFECT  :  As currently in print this bill is keyed  
          non-fiscal.

                                      SYNOPSIS
          
          This bill, sponsored by the Associated General Contractors of  
          California (AGC), seeks to shorten the time period for  
          subcontractors to make claims against general contractors for  
          nonpayment.  Supporters contend that limiting this time period  
          will help general contractors avoid the surprise of unexpected  
          claims by second and lower-tier subcontractors, as well as the  
          potential for double-payment, after the general contractor has  
          already paid first-tier subcontractors.  Opponents of the bill,  
          including the American Subcontractors Association California,  
          contend that the bill unfairly changes longstanding law that is  
          intended to protect subcontractors who may lack knowledge that a  
          project is complete - the triggering event for the period in  
          which to assert claims.  Opponents contend that the risk of  
          double payments by contractors should be balanced against the  
          risk of nonpayment to subcontractors, and argue that general  
          contractors have the power and information to best assess, limit  
          and bear that risk.  The bill would also shorten time periods  
          for prompt payment of subcontractors from ten days to seven  
          days.  This provision is uncontroversial.  
           
          SUMMARY  :  Revises procedures relating to surety bond claims and  
          prompt payment statutes on works of improvement.  Specifically,  
           this bill  :  








                                                                  AB 2216
                                                                  Page 2


          1)Reduces the time required for a prime contractor or  
            subcontractor to pay any subcontractor, from 10 days to no  
            later than seven days after receipt of each progress payment  
            for satisfactory work performed.

          2)Requires that a surety bond lien claim must be filed prior to  
            completion of a public works project or recordation of a  
            notice of completion.  
           
          EXISTING LAW  : 
           
          1)Requires that, for private and public works of improvement a  
            prime contractor or subcontractor shall pay to any  
            subcontractor, not later than 10 days after receipt of each  
            progress payment, unless otherwise agreed to in writing, the  
            respective amount allowed the contractor on account of the  
            work performed by the subcontractors, to the extent of each  
            contractor's interest therein, as prescribed.  (Bus. & Prof.  
            Code section 7108.5; Public Contract Code section 10262.5(a).)

          2)Requires a claimant to provide a 20-day public work  
            preliminary bond notice under specified circumstances.  If the  
            proper notice is not given, a claimant may enforce a claim by  
            giving written notice to the surety and the bond principal  
            within 15 days after recordation of a notice of completion.   
            If no notice of completion has been recorded, a claimant has  
            75 days after completion of work to give the required written  
            notice.  (Civil Code section 3252.)

           COMMENTS  :  In support of the bill, the author states:

               With California's economy and cash flow continuing to  
               tighten, it is important for contractors to keep close  
               controls on payments, moneys owed, as well as potential  
               disputes. In private works, any person who provides  
               construction services or materials to a construction  
               project has the right to file a lien on the property if  
               they are not paid; however, prior to filing the lien, a 20  
               day preliminary lien notice must be filed with the owner  
               and general contractor identifying the contractor and  
               notifying the owner and general contractor of the potential  
               lien claim in the event payments are not paid for work  
               performed or materials provided. In public works, instead  
               of a lien claim, there are claims that can be made against  








                                                                  AB 2216
                                                                  Page 3

               the surety bond, referred to as a bond claim.

               The 20 day notice applies in public works, but provided  
               that if the notice is not filed the contractor is not  
               penalized and can make a claim up to 75 days after the  
               notice of completion. This area of the law has been revised  
               to state that at a minimum, the bond claim must be filed  
               before the final notice of completion. This change avoids  
               general contractors from being hit by "surprise" claims  
               from second and third tier contractors at a time when all  
               of the funds have already been paid to higher tier  
               subcontractors.
                
               The bill also reduces the time period a general contractor  
               has to pay his or her subcontractor after the general has  
               been paid a progress payment from the owner. This time  
               period is reduced from 10 to 7 days. With cash flow  
               continuing to be an issue, especially in a tight economy,  
               it is helpful to ensure that subcontractors receive their  
               progress payments in a timely manner.
            
           Controversy Regarding Proposed Change To Time Period For  
          Subcontractors To Give Notice Of Potential Claims Against  
          Payment Bonds - Who Should Bear The Risk Of Nonpayment or Double  
          Payment Of Subcontractors?   This bill is sponsored by the  
          Associated General Contractors of California (AGC) and supported  
          by other large contractor associations.  It has generated  
          controversy among subcontractors by proposing to change the time  
          period by which subcontractors are allowed to give notice of  
          potential claims against payment bonds that are required to be  
          posted in specified public works projects.
          
           Background On Payment Bond Claim Procedure:   In public works  
          projects, any person who provides construction services or  
          materials to a construction project has the right to file a  
          claim against the payment bond if they are not paid.  Since 1994  
          the law has been that in order to enforce a claim upon a payment  
          bond in a public works project the subcontractor or materials  
          supplier who wishes to make a claim is to give a 20-day  
          preliminary bond notice to the owner and general contractor,  
          identifying the subcontractor and notifying the owner and  
          general contractor of the potential claim.  This must be done  
          within 20 days from first furnishing labor or materials.   
          Recognizing that this 20-day public works preliminary bond  
          notice is not always given by subcontractors, the law provides  








                                                                  AB 2216
                                                                 Page 4

          that a claimant may nevertheless enforce a claim by giving  
          written notice to the surety and the bond principal, as  
          specified, within 15 days after recordation of a notice of  
          completion.  Recognizing that owners do not always record the  
          required notice of completion, the law provides that if no  
          notice of completion has been recorded the time for giving  
          written notice to the surety and the bond principal is extended  
          to 75 days after completion of the work of improvement. 

           Proposed Shorter Time Period For Subcontractor Claims:  This bill  
          would substantially change those notice periods for projects  
          completed after the end of this year (regardless of when those  
          projects commenced or whether the subcontractor gave the  
          preliminary bond notice within 20 days of beginning work).  For  
          projects completed next year and thereafter, subcontractors  
          would no longer have the ability to give notice of their claims  
          against a payment bond within 15 days after recordation of a  
          notice of completion or 75 days after completion of the project  
          if no notice of completion is recorded.  Instead, they would be  
          required to give this notice of claim prior to either  
          recordation of a notice of completion or completion of the  
          project (presumably, as under current law, if no notice of  
          completion has been recorded.)     

          The author argues that this change "avoids general contractors  
          from being hit by 'surprise' claims from second and third tier  
          contractors at a time when all of the funds have already been  
          paid to higher tier subcontractors."  AGC adds:

               The general contractor is ultimately responsible for all  
               payments to subcontractors on the job.  If the first tier  
               subcontractor fails to pay their subcontractor or material  
               supplier unbeknownst to the general contractor, and all  
               monies are paid out on the project on the final notice of  
               the completion date, then the general contractor ends up  
               having to pay twice for the same work performed.  The  
               purpose of preliminary notices [is] to inform the owner and  
               general contractor who may be potentially owed money due to  
               work performed on the job.  It is not unusual to have tens  
               or hundreds of contractors on a large project, and  
               therefore, it is not always possible to know who a first  
               tier subcontractor has contracted with that may have a bond  
               claim right.  The current law creates an inequity for the  
               general contractor. 









                                                                  AB 2216
                                                                  Page 5

               The central modification that AB 2611 makes is to require  
               that a claim against the bond must be made at the time of  
               or prior to the notice of completion.  The reason for this  
               timing change is that should there be a claim by an  
               "unknown" subcontractor; the general contractor will be in  
               a position to instruct the first tier subcontractor to pay  
               the subcontractor or supplier before retention proceeds are  
               paid.  Under the current rule, a general contractor would  
               pay all of the subcontractors in full believing they have  
               paid their subcontractors, when in fact, they have not paid  
               the subcontractors below them who the subcontractor hired.

          The California Legislative Conference of the Plumbing, Heating  
          and Piping Industry and the National Electrical Contractors  
          Association support this bill, writing: "AB 2216 represents a  
          good faith effort between members of the construction industry  
          in California to agree on terms and conditions related to  
          construction contracts, bonds and payment periods.  With  
          California's economy and cash flow continuing to tighten, it is  
          important for contractors to keep close controls on payments,  
          money owed, as well as potential disputes.  This measure will  
          resolve payment related issues and help struggling contracts  
          with cash flow problems.  The solution is a balanced approach  
          that will expedite progress payments and ensure that anyone that  
          provides material and labor to public works projects get paid  
          for work performed and approved when they provide notice of that  
          work prior to the job being completed."

           The Law This Bill Would Change Was Apparently Sponsored By The  
          Same Contractor Association That Now Sponsors This Bill, And  
          Which Has Previously Sought Unsuccessfully To Shorten This Claim  
          Period.   The statute at issue here, Civil Code section 3252 was  
          enacted by AB 3357 of 1994, sponsored by the Associated General  
          Contractors of California.  Prior to that bill, subcontractors  
          had a longer period (90 days) in which to assert claims.   
          According to committee reports, the argument for that bill  
          (current law) was that it would allow general contractors to  
          avoid being surprised by unexpected and late claims that cause  
          problems for general contractors who may have disbursed all  
          funds under the contract under the belief that all  
          subcontractors have been paid.  Then as now a general contractor  
          can protect itself by issuing payment checks jointly payable to  
          the higher and lower-tier subcontractors; it was believed that  
          by requiring a 20-day preliminary bond notice contractors would  
          be able to make use of the joint-check option because they would  








                                                                  AB 2216
                                                                  Page 6

          have notice that lower-tier subs were on the job.

          Nevertheless, since the enactment of that law AGC has regularly  
          sought without success to eliminate or shorten the time period  
          for claims by subcontractors.  (See, e.g., AB 901 (Goldsmith) of  
          1995; AB 2806 (Wyland) of 2004; AB 411 (Yee) of 2005; SB 738  
          (Calderon) of 2007; AB 396 (Fuentes) of 2009.)  The last of  
          these had a provision like the current bill; that measure was  
          not opposed by subcontractors, and indeed was supported by the  
          Landscape Contractors who oppose the current bill, presumably  
          because it had other provisions that subcontractors believed  
          made it worthy overall.

          Opposition From Subcontractor Groups.   The shortening of the  
          claim period is alarming to certain subcontractor groups who  
          have filed opposition to the bill, contending that any risk of  
          double-payment by contractors must be balanced against the risk  
          of nonpayment to subcontractors.  To the extent contractors have  
          such risk, opponents argue, they are in the best position to  
          bear the risk because they hire and supervise subcontractors and  
          suppliers.

          The American Subcontractors Association California, Inc. (ASAC)  
          states: 

               Section 3252 (b) of the bill eliminates all bond claims on  
               all projects completed before this year ends provided the  
               subcontractor failed, even inadvertently, to submit a  
               preliminary bond notice within 15 days of the owner or  
               general contractor recording a Notice of Completion (NOC),  
               or within 75 days after completion if no NOC was recorded.   
               This is a decades old public policy that acknowledges that  
               the subcontractor may not know that a project is entirely  
               complete due to the general contractor's failure to record  
               a NOC. The 75 day grace period was therefore established by  
               the Legislature to enable the subcontractors to get paid  
               for their work.  However, it is totally inconsistent with  
               section (c) of the bill, creating a double standard and  
               dashing the current subcontractor protections in law.

               Section 3252 (c) of the bill denies subcontractors relief  
               and payment for their work if they fail, even  
               inadvertently, to notify parties about their claim prior to  
               the date of completion.  This is a huge problem because  
               suppliers and subcontractors, particularly early finishing  








                                                                  AB 2216
                                                                  Page 7

               trades, have no way of knowing when the project will be  
               complete and whether the project is actually complete; they  
               don't drive by and inspect it daily.  This is precisely why  
               the current, equitable law has been in place for so long  
               and should not be curtailed.          

               ASAC submits that general contractors should know their  
               subcontractors and suppliers as they supervise their  
               projects and should already know whether their workmanship  
               has been approved and entitled to payment.  Construction  
               management is the GC's obligation and these claims should  
               not surprise the GCs.  Cutting off the subcontractors'  
               claim rights by some less than obvious, indiscernible and  
               arbitrary date (other than recordation date) is simply  
               unfair and reverses California's long standing equitable  
               statutory public policy.

               At a minimum, the bill should be amended to provide that  
               project owners should be required to serve a Notice of  
               Completion to all subcontractors and material suppliers who  
               have served their Preliminary Lien Notice.  In that way,  
               they can at least be notified that the project is done and  
               they can then submit their claims for payment.

          The California Landscape Contractors Association (CLCA) has  
          taken an "oppose unless amended" position on AB 2216.  CLCA  
          agrees with the bill's sponsors that there is a need to more  
          quickly identify claims against a surety bond and avoid  
          situations where subcontractors unknown to the prime contractor  
          file late claims for nonpayment.  However, it also concurs with  
          opponents who correctly assert that second and lower tier  
          subcontractors often have no knowledge of when a project is  
          completed and would likely miss the very short time frame  
          established in the current bill for filing a claim against the  
          prime contractor's surety bond.

          CLAC states, "Fortunately, there is a simple solution that  
          treats both sides fairly.  CLCA proposes that each first tier  
          subcontractor be required to notify the prime contractor of all  
          lower tier subcontractors it brings to the job site and that the  
          prime contractor notify all subcontractors at least 10 days  
          prior to the date that it anticipates recording a notice of  
          completion.  In this way, the prime contractor knows who has  
          worked on the project and lower tier subcontractors are given a  
          reasonable notice and opportunity to file a claim against the  








                                                                  AB 2216
                                                                  Page 8

          prime contractor's surety bond if not paid for work completed  
          and accepted.  If the first tier subcontractor failed to notify  
          the prime contractor, any claims for nonpayment from lower tier  
          subcontractors would be made against the first tier  
          subcontractor's surety bond.  With these amendments, or any  
          similar approach that provides lower tier subcontractors with  
          reasonable notice of when a project is nearing completion, CLCA  
          would withdraw its opposition."
           
          No Controversy Regarding Reducing Time Period To 7 Days After  
          Receipt of Progress Payment  .  This bill also reduces the time  
          required for a prime contractor or subcontractor to pay any  
          subcontractor, to no later than 7 days after receipt of each  
          progress payment.  In support of the bill, the author writes:  
          "With cash flow continuing to be an issue, especially in a tight  
          economy, it is helpful to ensure that subcontractors receive  
          their progress payments in a timely manner."  
          No opposition has been received to this provision of the bill,  
          although ASAC states "while it may comfort some to get paid  
          Friday instead of Monday, they are insufficient to warrant  
          ASAC's support of this bill when considering the above  
          deficiencies and unfair provisions."
           


          REGISTERED SUPPORT / OPPOSITION  :   

           Support 

           Associated General Contractors of California (sponsor)
          Associated General Contractors of San Diego
          California Legislative Conference of the Plumbing, Heating and  
          Piping Industry
          Construction Employers Association
          National Electrical Contractors Association - California chapter

           Opposition 

           American Subcontractors Association California, Inc
          California Landscape Contractors Association
          Construction Industry Legislative Council
          Union Roofing Contractors Association
           
          Analysis Prepared by  :  Kevin G. Baker and Cheryl Lema / JUD. /  
          (916) 319-2334 








                                                                  AB 2216
                                                                  Page 9