Chapter 4 of 7~12% of exam

Insurance & Liens

This chapter covers the two protections every contractor must understand: the insurance you carry to shield workers and third parties from harm, and the lien and notice tools that protect you when a customer fails to pay. Workers' compensation and mechanics' liens are heavily tested, so know the deadlines and dollar figures precisely.

Workers' Compensation Is Mandatory for Every Employer

California law requires every employer to carry workers' compensation insurance the moment it hires its first employee. There is no minimum headcount and no waiting period — part-time, seasonal, temporary, and casual workers all count. You can satisfy the requirement through a private insurer, the State Compensation Insurance Fund, or, with state approval, by self-insuring. Sole proprietors and partners are generally not required to cover themselves but may choose to opt in.

One employee triggers mandatory workers' comp coverage
No minimum headcount; coverage must be in place before the first day of work
Labor Code §3700
Coverage can come from a private carrier, State Fund, or approved self-insurance
State Fund acts as the insurer of last resort for employers private carriers refuse
Labor Code §3700

Penalties for Operating Without Coverage

Failing to carry required workers' compensation insurance carries some of the harshest penalties in contractor law. The CSLB suspends the license automatically when it learns coverage has lapsed, with no hearing required, and the suspension stays in place until current proof of coverage is filed. The Division of Labor Standards Enforcement can issue a stop-order halting all work immediately, and an uninsured employer faces a misdemeanor along with steep monetary penalties.

No coverage means automatic license suspension and a stop-work order
A stop-order halts all use of employee labor until coverage is obtained
Labor Code §3700.5, §3722
Penalties can reach $10,000 per employee, capped at $100,000 total
Assessed against employers found illegally uninsured at the time of an injury
Labor Code §3722

No-Fault Coverage and the Exclusive Remedy

Workers' compensation is a no-fault system: an injured worker collects benefits regardless of who caused the accident, and need not prove the employer was careless. In exchange for this certainty, the system is the worker's exclusive remedy — the employee generally cannot sue the employer in civil court for a workplace injury. This trade-off gives workers prompt, predictable benefits while protecting employers from unlimited lawsuits and jury awards.

Workers' comp is a no-fault system
Benefits are paid whether the worker, employer, or no one was at fault
Labor Code §3600
Workers' comp is the exclusive remedy against the employer
The injured employee normally cannot also file a civil lawsuit against the employer
Labor Code §3602

The Workers' Comp Claim Process

When an employee reports a work injury, the employer must provide a DWC-1 claim form within one working day. The worker completes the employee portion, the employer fills in its section, and the form goes to the claims administrator to start the case. To prevent treatment delays while the claim is investigated, the employer's insurer must authorize and pay for medical care up to $10,000 — even before the claim is formally accepted or denied.

Give the worker a DWC-1 claim form within one working day of notice
The form opens the claim and protects the worker's right to benefits
Labor Code §5401
Up to $10,000 in medical treatment is authorized while the claim is reviewed
Care must begin even before the claim is accepted or rejected
Labor Code §5402

Disability Benefits Under Workers' Comp

Workers' compensation pays several types of benefits. Medical care covers all reasonable treatment for the injury. Temporary disability replaces lost wages — generally two-thirds of average weekly earnings — while the worker recovers. When the doctor decides the condition will not improve further, the worker is declared 'permanent and stationary,' and any lasting impairment is rated for permanent disability benefits. A worker who cannot return to the old job may receive a supplemental job displacement voucher for retraining, and dependents of a worker killed on the job receive death benefits.

Temporary disability pays about two-thirds of average weekly wages
Paid while the worker is recovering and unable to work
Labor Code §4653
'Permanent and stationary' means the condition will not improve further
It triggers rating for permanent disability benefits
Labor Code §4658
A supplemental job displacement voucher funds retraining when the worker cannot return
Used for skill training when the old job is no longer possible
Labor Code §4658.7

Corporate Officers and Uninsured Subcontractors

Corporate officers and directors who own stock in the corporation may elect to exclude themselves from workers' compensation coverage by signing a written waiver, but rank-and-file employees can never be excluded. Contractors must also watch their subcontractors: if you hire an unlicensed worker, that person is treated as your employee, and if a licensed subcontractor lacks its own workers' comp insurance, the general contractor is treated as the employer of the sub's workers and is liable for their injuries. Always collect a current certificate of insurance from every subcontractor before work begins.

Corporate officers who own stock may waive their own coverage in writing
Ordinary employees cannot be excluded from coverage
Labor Code §3351
Hiring an uninsured sub makes you the employer of the sub's workers
An unlicensed contractor is automatically deemed your employee
Labor Code §2750.5

Commercial General Liability Insurance

Commercial General Liability, or CGL, insurance protects the contractor against claims by third parties — people who are not employees — for bodily injury and property damage caused by the contractor's operations or completed work. For example, if a passerby is hurt at the job site or a finished structure damages a neighbor's property, CGL responds. It is separate from workers' compensation, which covers your own employees, and many project owners and lenders require proof of CGL before allowing work to start.

CGL covers third-party bodily injury and property damage
It does not cover injuries to your own employees — that is workers' comp
CGL responds to both ongoing operations and completed work
Owners and lenders commonly require a CGL policy as a condition of the contract

Other Business Insurance and the Certificate of Insurance

Beyond workers' comp and CGL, contractors carry other coverage to match their risks. Builder's risk insurance protects a structure under construction against fire, theft, vandalism, and weather damage before it is finished. Commercial auto insurance covers company vehicles, and errors and omissions insurance covers claims arising from professional design or advice services such as design-build work. A certificate of insurance is a one-page summary issued by the insurer that proves a policy exists; it can be forged, so verify dates and call the insurer directly when in doubt.

Builder's risk insurance covers a project under construction until completion
Protects against fire, theft, vandalism, and weather before the work is done
A certificate of insurance proves coverage but does not guarantee it
Confirm the policy is current and active by contacting the insurer

Insurance Versus Surety Bonds

Insurance and bonds are often confused but work very differently. Insurance is a two-party contract in which the insurer agrees to absorb the insured's losses in exchange for premiums. A surety bond is a three-party agreement: the principal (the contractor) promises performance, the obligee (the customer or the public) is protected, and the surety guarantees the obligation. If the surety pays a claim, it then seeks reimbursement from the contractor — so a bond is not a substitute for insurance, and a contractor who triggers a bond claim still ultimately owes the money.

A surety bond involves three parties: principal, obligee, and surety
The contractor is the principal; the protected party is the obligee
The surety can recover from the contractor what it pays on a claim
Unlike insurance, a bond ultimately leaves the cost with the contractor

Mechanics' Liens and the Preliminary Notice

A mechanics' lien gives contractors, subcontractors, laborers, and material suppliers a security claim against the improved property when they are not paid for their work or materials. Most claimants must first serve a preliminary notice on the owner, the direct (prime) contractor, and any construction lender within 20 days of first furnishing labor or materials. The prime contractor who has a direct contract with the owner does not need to serve a preliminary notice on that owner. Serving the notice late shortens lien rights to only the 20 days of work before the notice was given.

A mechanics' lien secures payment for work and materials on private property
It allows a forced sale of the property if the debt is not paid
Civil Code §8200
Serve the preliminary notice within 20 days of first furnishing labor or materials
Required for subs and suppliers; the prime contractor need not notice the owner
Civil Code §8204

Lien Deadlines and Recording

After serving any required preliminary notice, a claimant who is not paid must record the mechanics' lien with the county recorder within strict deadlines tied to project completion. If the owner records a notice of completion or cessation, the direct contractor has 60 days to record a lien and everyone else has 30 days. If no notice of completion or cessation is recorded, every claimant has 90 days from actual completion of the work. Missing the deadline permanently destroys lien rights, so calendar these dates carefully.

Direct contractor: 60 days to record after a notice of completion
All other claimants get only 30 days after that notice
Civil Code §8412, §8414
No notice of completion: 90 days from actual completion for everyone
The lien must be recorded with the county recorder within this window
Civil Code §8414

Enforcing, Releasing, and Bonding Around a Lien

Recording a lien is only the first step. To keep the lien alive, the claimant must file a foreclosure lawsuit to enforce it within 90 days after recording, or the lien expires automatically. Once payment is received, the claimant should promptly record a release of lien, since failing to clear a paid lien exposes the claimant to damages. An owner who disputes a lien can remove it from the property's title by recording a lien release bond equal to 125 percent of the lien amount. On private projects, an unpaid subcontractor or supplier may also serve a stop payment notice on the owner or lender, directing them to withhold funds owed to the prime contractor; joint check agreements, where the owner writes one check naming both the contractor and the supplier, are another practical way to make sure lower-tier parties get paid.

File the foreclosure lawsuit within 90 days of recording the lien
Missing this deadline causes the recorded lien to expire
Civil Code §8460
A lien release bond of 125% of the lien amount clears it from title
It substitutes a bond for the property as security during a dispute
Civil Code §8424
A stop payment notice forces the owner or lender to withhold project funds
Used on private works to capture money before it reaches the prime contractor
Civil Code §8500
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