BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                  AB 2021|
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                                 THIRD READING


          Bill No:  AB 2021
          Author:   Wagner (R)
          Amended:  8/7/12 in Senate
          Vote:     21

           
           SENATE BUSINESS, PROF. & ECON. DEV. COMM. :  8-0, 6/25/12
          AYES:  Price, Emmerson, Corbett, Correa, Negrete McLeod, 
            Strickland, Vargas, Wyland
          NO VOTE RECORDED:  Hernandez

           SENATE JUDICIARY COMMITTEE  :  4-0, 7/3/12
          AYES:  Evans, Blakeslee, Corbett, Leno
          NO VOTE RECORDED:  Harman
           
          ASSEMBLY FLOOR  :  74-0, 5/10/12 - See last page for vote


           SUBJECT  :    Works of improvement:  disputed amounts

           SOURCE  :     California Chapter of American Fence 
          Association 
                      California Fence Contractors Association 
                      Engineering Contractors Association 
                      Flasher Barricade Association 
                      Marin Builders Association 


           DIGEST  :    This bill revises the amount that an owner can 
          withhold from a contractor, and a contractor from a 
          subcontractor, for disputed private works of improvement.

           ANALYSIS  :    Existing law, the Business and Professions 
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          Code (BPC):

          1. Licenses and regulates contractors by the Contractors 
             State License Board within the Department of Consumer 
             Affairs.

          2. Requires a prime contractor or subcontractor to pay 
             subcontractors, to the extent of their interest therein, 
             within seven days of receipt of any progress payment, 
             unless otherwise agreed to in writing.  In the event of 
             a "good faith" dispute over all or any portion of the 
             amount due, the prime contractor or subcontractor may 
             withhold up to 150% of the "disputed amount."  (BPC 
             Section 7108.5)

             A.    Specifies that any violation of these provisions 
                shall constitute a cause for disciplinary action and 
                shall subject the licensee to a penalty, payable to 
                the subcontractor, of 2% of the amount due per month 
                for every month that payment is not made.

             B.    Provides that in any action for the collection of 
                funds wrongfully withheld, the prevailing party shall 
                be entitled to attorney fees and costs.

             C.    Applies these provisions to private and public 
                works of improvement, except as specified.

          Existing law, the Civil Code (CIV):

          1. Unless otherwise agreed in writing, an owner shall pay a 
             direct contractor, within 30 days after receiving a 
             notice demanding payment under the contract, any 
             progress payment due.  In the event of a "good faith" 
             dispute over the progress payment due, the owner may 
             withhold up to 150% of the disputed amount of the 
             progress payment.  (CIV Section 8800)

          2. Requires an owner who has withheld a retention payment 
             from a direct contractor, to pay the retention to the 
             contractor within 45 days after completion of the work 
             of improvement.  In the event of a "good faith" dispute 
             over the retention payment due, the owner may withhold 
             up to 150% of the disputed amount from final payment.  

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             (CIV Section 8812)

          3. Requires a direct contractor who has withheld a 
             retention payment from a subcontractor, to pay the 
             subcontractor the appropriate share of the retention 
             payment within 10 days after receiving all or part of a 
             retention payment.  In the event of a "good faith" 
             dispute, the direct contractor may withhold up to 150% 
             of the estimated value of the disputed amount.  (CIV 
             Section 8814)

          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 assessed against the 
                contractor or subcontractor;

             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 assessed against 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,

             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) 

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                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 assessed against 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);

             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).

           Related Legislation
           
          AB 2549 (Pacheco, 2004) was a nearly identical measure, 
          although it applied to both public and private projects, 
          while this bill relates only to private works.  The bill 
          passed both houses unanimously only to be vetoed by 
          Governor Schwarzenegger, who stated in part:

             While I understand the arguments behind this measure, I 
             believe the nuances of the changes proposed may be too 
             complex for many Californians who hire contractors to 
             perform private works of improvement on their homes and 
             private property.

             Existing law, including lien protections and other 
             prompt pay requirements, afford most contractors with 

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             sufficient protection to ensure payment on disputed 
             payments.  Additionally, I believe this bill will only 
             further complicate the various disparate statutes 
             regarding disputed payments between contractors and 
             owners.  This area of law that is very important to both 
             the consumer and contractor has been amended piecemeal 
             for far too long.

             I am asking the Legislature to work on crafting a 
             measure that would, not only simplify existing law, but 
             ensure that California consumers are adequately 
             protected and that contractors continue to be treated 
             fairly while providing a consolidation and reform of 
             this entire body of law.

          AB 341 (Huff, 2005) passed both houses unanimously and was 
          again going to be vetoed, so the bill was returned to the 
          Legislature and gutted.


           FISCAL EFFECT :    Appropriation:  No   Fiscal Com.:  No   
          Local:  No

           SUPPORT  :   (Verified  8/6/12)

          California Chapter of American Fence Association 
          (co-source) 
          California Fence Contractors Association (co-source)
          Engineering Contractors Association (co-source)
          Flasher Barricade Association (co-source)
          Marin Builders Association (co-source)

           ARGUMENTS IN SUPPORT  :    The author states, "The Prompt Pay 
          statutes are turning into a mess of loopholes.  They 
          provide no relief to contractors against a sophisticated 
          owner.  Worse, they provide those owners with excuses for 
          withholding more money due to a loophole within the 
          existing statute:  Section 7107 (e) of the Public Contract 
          Code states:  (e) The original contractor may withhold from 
          a subcontractor its portion of the retention proceeds if a 
          bona fide dispute exists between the subcontractor and the 
          original contractor.  The amount withheld from the 
          retention payment shall not exceed 150 percent of the 
          estimated value of the disputed amount.  Unfortunately, 

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          'disputed amount' is not defined in the statute.  As a 
          result, virtually every construction attorney is running 
          into these kinds of things."

           
          ASSEMBLY FLOOR  :  74-0, 5/10/12
          AYES:  Achadjian, Alejo, Allen, Ammiano, Atkins, Beall, 
            Bill Berryhill, Block, Blumenfield, Bonilla, Bradford, 
            Brownley, Buchanan, Butler, Charles Calderon, Campos, 
            Carter, Cedillo, Chesbro, Conway, Davis, Dickinson, 
            Donnelly, Eng, Feuer, Fong, Fuentes, Beth Gaines, 
            Galgiani, Garrick, Gatto, Gordon, Gorell, Grove, Hagman, 
            Halderman, Hall, Harkey, Hayashi, Roger Hern�ndez, Hill, 
            Huber, Hueso, Huffman, Jones, Knight, Lara, Logue, Bonnie 
            Lowenthal, Ma, Mansoor, Mendoza, Miller, Mitchell, 
            Monning, Morrell, Nestande, Nielsen, Norby, Pan, Perea, 
            Portantino, Silva, Skinner, Smyth, Solorio, Swanson, 
            Torres, Valadao, Wagner, Wieckowski, Williams, Yamada, 
            John A. P�rez
          NO VOTE RECORDED:  Cook, Fletcher, Furutani, Jeffries, 
            Olsen, V. Manuel P�rez


          JJA:k  8/8/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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