BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2021
                                                                  Page  1


          ASSEMBLY THIRD READING
          AB 2021 (Wagner)
          As Amended  March 29, 2012
          Majority vote 

           BUSINESS & PROFESSIONS       9-0JUDICIARY     10-0              
           
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          |Ayes:|Hayashi, Bill Berryhill,  |Ayes:|Feuer, Wagner, Atkins,    |
          |     |Allen,                    |     |Dickinson,                |
          |     |Butler, Eng, Hagman,      |     |Gorell, Huber, Jones,     |
          |     |Hill, Ma, Smyth           |     |Monning, Wieckowski,      |
          |     |                          |     |Bonnie Lowenthal          |
          |     |                          |     |                          |
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           SUMMARY  :  Revises the amount that an owner can withhold from a 
          contractor, and a contractor from a subcontractor, for disputed 
          private works of improvement.  Specifically,  this bill  :  

          1)Requires an owner who withholds money from a contractor, and a 
            prime contractor or subcontractor from a subcontractor, for 
            disputed works of improvement involving progress payments, to 
            withhold an amount from a progress payment not to exceed the 
            sum of the following: 

             a)   The liquidated damages owed by the contractor or 
               subcontractor; and, 

             b)   150% of the estimated cost to repair or replace contract 
               work that was not performed according to the contract. 

          2)Requires an owner who withholds money from a contractor, for 
            disputed works of improvement involving retention, to withhold 
            from the final payment an amount not to exceed the sum of the 
            following: 

             a)   The liquidated damages owed by the contractor; 

             b)   The amounts that are withheld due to a lien claim, lien 
               judgment, or bond payment claim;  

             c)   150% of the estimated cost of uncompleted work, except 
               for those costs withheld under b); and, 









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             d)   150% of the estimated cost to repair or replace contract 
               work that was not performed according to the contract, 
               except for those costs withheld under b) and c).

          3)Requires a direct contractor who withholds money from a 
            subcontractor, for disputed works of improvement involving 
            retention, to withhold from the final payment an amount not to 
            exceed the sum of the following: 

             a)   The liquidated damages owed by the subcontractor; 

             b)   That portion of any mechanic's lien or stop payment 
               notice claim by the subcontractor that has already been 
               paid to the subcontractor; 

             c)   The amount that would have been withheld by the owner 
               due to a lien claim, lien judgment, or bond payment claim, 
               but for a release bond provided by the direct contractor, 
               as specified.

             d)   150% of the estimated cost of uncompleted subcontract 
               work, except for those costs withheld under b); and, 

             e)   150% of the estimated cost to repair or replace 
               subcontract work that was not performed according to the 
               subcontract, except for those costs withheld under b) or 
               c).

           EXISTING LAW  contains various provisions relating to contracts 
          for the performance of private and public works of improvement, 
          including provisions for the withholding and disbursement of 
          retention proceeds, and provides that, with respect to those 
          contracts for works of improvement, the retention proceeds 
          withheld from any payment may not exceed 150% of the disputed 
          amount.  

          FISCAL EFFECT  :  Unknown.  This bill is keyed non-fiscal by the 
          Legislative Counsel.  
          
           COMMENTS  :  Existing law authorizes an owner or contractor to 
          withhold up to 150% of the value of the disputed work performed 
          for a private work of improvement.  The sponsors contend that 
          existing law provides a loophole for a person or contractor to 
          dispute work in order to withhold payment to a contractor 








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          because there is no definition for determining the value of 
          disputed work.  This bill revises the amount that an owner can 
          withhold from a contractor, and contractor from subcontractor, 
          for disputed private works of improvement.  


           Analysis Prepared by  :    Joanna Gin / B.,P. & C.P. / (916) 
          319-3301 


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