This presentation covers the various types of bond claims available on construction projects, the procedure for submitting bond claims, time limits and deadlines for notifying sureties and suing on bond claims. Discussion includes explanation of the law related to public and private construction projects, and the remedies and penalties available to contractors and material suppliers and circumstances that trigger prompt payment penalties.

Learning Objectives

This training/workshop is designed for the material supplier salesforce. The discussion will explain the importance of the credit application/personal guarantee, and why information from customers and documents about construction projects must be gathered, obtained, and maintained before and during the construction. We will discuss why managers and attorneys ask for the information they do and that it is not just busy work.

Learning Objectives

This discussion provides tools, tips, and techniques for drafting credit applications and personal guarantees and how to best use them to streamline collection efforts.

Learning Objectives

The presentation focuses on steps to take in evaluating prospective customers – other than checking the credit bureaus. Will discuss online resources available to properly investigate and identify construction players and project information before you start work at a jobsite. With technological advancements, the information is at your fingertips. Additionally, credit applications and personal guarantees are discussed, along with ways to use them to help your collection activities.

Learning Objectives

Discussion focuses on the client’s burden of proof in Court related to mechanic’s lien, stop payment notice, bond claim and collection lawsuits, and identifies the information and documents needed by attorneys to make collection activities more efficient and cost effective. Also discussed are suggestions related to accounting procedures and records, along with an explanation of the importance of the various documents to help prove your collection claim.

Learning Objectives

This presentation covers common construction contract pitfalls and Gotchas, discusses the importance of various construction contract clauses, and how to contractually allocate risk, avoid disputes and increase profits. Also tips and suggestions are offered related to drafting and negotiating contracts, along with practical suggestions on negotiating contracts.

Learning Objectives

Discussion focuses on how to document the construction project to help support your case and avoid embarrassment if involved in a lawsuit. I identify documents key to construction disputes and briefly discuss the discovery process during litigation, and what documents are protected “privileged” documents. Will also discuss the use of e-mails in the construction industry and their importance at trial.

Learning Objectives

Discussion on what the California licensing law is and who needs to be licensed, and the licensing laws that makes it difficult for contractors to collect payment if they are not properly licensed.

Learning Objectives

Presentation focusses on the California law regarding contractor advertising, what is considered “Advertising” and how to stay out of trouble with the CSLB for violations of the advertising laws.

Learning Objectives

This presentation will explain and simplify the California mechanic’s lien laws, and help you get paid by making your mechanic’s liens valid and enforceable. Participants will hear about common mistakes related to mechanic’s liens and will learn how to avoid them.

Learning Objectives