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Secure Your Services for a Construction Project with a Mechanic’s Lien

Mechanic’s Lien Notice

A mechanic’s lien is a right of an individual supplying labor or materials for construction, improvements, or repair of construction projects to acquire a security interest in the title to property that is being improved. The importance of agreeing on such documentation is explained by its ability to guarantee the due payment to the builders, contractors, firms, and/or materials suppliers engaged in a construction project. In case the employed parties do not get paid, they should be granted a legal right to place a lien on that real property equivalent to the cost of services and materials required. In this blog post we will figure out how to fill out the fillable form called “Mechanics Lien” to make sure you don’t have to struggle with its proper completion.

Who needs a Mechanic’s Lien Form?

This form is supposed to be used by a subcontractor on a construction project (operating in the State of California) that claims a lien for labor, service, equipment, or material under Section 8000 et. seq. Of the Civil Code of the State of California upon the premises described in the text of the form.

Why should the Mechanic’s Lien Form be filed?

This type of lien can be claimed for the specific labor, services, equipment or materials provided by the subcontractor acting as the claimant to this lien. The lien can be claimed in cases in which the subcontractor is owed a specific amount of money for work, after deducting all appropriate credits and offsets, plus interest at the legal rate from the date of this lien.
The lien being filed, the property becomes subject to a court-ordered foreclosure sale until the contractor receives the remuneration specified in the contractor’s agreement.
The owner of the improved property will receive notice of the mechanic’s lien after the form has been filed.

Is the Mechanic’s Lien Form accompanied by other forms?

Dated and signed by the contractor, the Proof of Service Affidavit should be attached to the original document so that it certifies that a copy of the original Mechanic’s Lien and notice has been served to the property’s owner.

How do I fill out a Mechanic’s Lien Form?

The following information must be indicated in order to complete the form:

  • Claimant’s personal information;
  • Address of the construction object;
  • Information on the claimant’s employer or the company that provided the work to the contractor.
  • The amount of money still owed.

The Proof of Service Affidavit section and the Alternate Affidavit section are to be completed as well.

Where do I send the Mechanic’s Lien Form?

Once completed and signed, this form should be submitted to the County Recorder’s Office in the county where the project is held. A copy of the Lien must also be directed to the property’s owner.

More Built-in Ways to Store, Edit and Manage Documents Online

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THE ISSUE
Selling Contractor Forms
Diane Dennis’ company, Monk and DBug LLC, is the creator of the online resource www.InformedContractors.com, a site for contractors who visit for Diane’s expertise and for her downloadable contractor forms, organized by state and form type. While her three construction-related websites already have thousands of visitors a day and her business is doing great, Diane recently started to think about creative ways to add value to her product for her customers.

Diane knew how to provide the right type of forms to contractors, but her customers often had to have additional software to edit and sign the forms once they were downloaded. Moreover, she was often contacted about getting replacement forms for ones that had been lost by clients due to computer crashes or hard disc malfunctions.

Diane wanted to have a functional form: fillable, accessible from anywhere, replaceable — a super form. Diane knew that by providing more built-in ways to store, edit and manage her forms, she would make the forms more useful for her own customers, and ultimately help to grow her own business.

THE SOLUTION
Hosting forms on PDFfiller
Diane recently found a way to supercharge her forms by partnering with PDFfiller. This collaboration effectively builds the features of a comprehensive document management platform into each one of Diane’s individual forms, giving her customers access to her original documents along with the power to manage them from start to finish, online or on any mobile device.

The way it works is that PDFfiller creates a unique URL for each of Diane’s forms, and provides her with these links to embed on her own website. This service is not unlike PDFfiller’s LinktoFill feature, which is an online document hosting tool that lets anyone access fillable forms like contracts, invoices, proposals, lien forms or anything else. These embedded forms can be filled using buttons on company websites or sent directly to clients via urls and QR codes. Now when a client clicks on the link from Diane’s website, the form opens up directly in PDFfiller’s Document Editor. From the PDFfiller platform, the contractor can not only access the form, but can fill, edit, and digitally sign the form instantly. Even more important is the total control that PDFfiller gives Diane’s clients over form content, allowing them to add specialized language, create customized fillable fields, or delete any content not relevant to their needs.

My customers have so much more power over their forms when using the PDFfiller management tools. It was a WOW moment for me when I saw what my contractors would be able to do with their forms and the PDFfiller system!

For every new customer that uses a form after clicking on the URL, Diane receives a payment from PDFfiller while her clients receive the added power of PDFfiller’s management tools. As PDFfiller partners with more companies that create and sell their own forms, the goal is to let content owners set their own price, and collect added revenue from selling the forms on PDFfiller.

For Diane, the added value of her forms, as well as their inclusion in PDFfiller’s document search engine, has amplified the reach and utility of her business, translating into significantly increased revenue and lots of satisfied clients. As Diane puts it, “My customers have so much more power over their forms when using the PDFfiller management tools. It was a WOW moment for me when I saw what my contractors would be able to do with their forms and the PDFfiller system!”

THE BENEFITS OF
USING PDFfiller
Form Access and Storage

One problem with the downloadable forms were issues with storage and replacement. Diane explains by saying, “They got lost on people’s computers, some got lost in computer crashes, etc. I always replace them free of charge but they were left waiting until I was available if they hadn’t made a backup copy.”

They (downloadable forms) got lost on people’s computers, some got lost in computer crashes, etc. I replaced them free of charge but they were left waiting until I was available if they hadn’t made a backup copy.

Because Diane’s customers now have their forms securely stored on PDFfiller’s cloud server, there are no more lost forms and clients can access them from anywhere and on any device, an important feature for contractors who spend a lot of time working on-site. In addition, now that her forms are on PDFfiller her customers have gained access to an impressive amount of new document management capabilities that weren’t available through her site.

Added Functionality

By accessing the forms from within the PDFfiller document editor, contractors not only get the forms they need, they also get a whole new system to manage them. When using PDFfiller with Diane’s documents contractors can take advantage of a suite of document management tools that not only allow the user to fill in, edit, sign, and email/distribute their documents, but also to make any changes and edits to the form that they’d like.

As Diane explains, “I like that it’s so much easier to use than standard Word and PDF documents. They’re much easier to edit, fill in, sign, and send. And I love the fact that the client can use the system to send their filled-in form to someone who isn’t yet a client, and that person doesn’t have to pay to access and print the document sent to them.” 

Time Saved

In addition to saving her contractors time in the filling out and management of their forms, working with PDFfiller has freed up some time for Diane so that she can concentrate on the needs of her clients, by adding more informational resources to her website, helping clients deal with situational and state-specific contracting issues, and restarting her own newsletter.

According to Diane, who is both an independent business owner and a very busy mom, “I’m always happy to help anyone who needs it and working with PDFfiller will allow me to do that. Our arrangement has really opened up my time to focus on my clients”.

Efficient Form Sales

For Diane, one of the important measures of the success of collaboration with PDFfiller was to see if the new arrangement allowed her to generate more business and sell more forms.

I do believe that our arrangement is going to be a great way for both of our companies to generate additional revenue.

After an initial month-long experiment to test the benefits of the new system with one form, Diane found that she was selling 10x more forms and earning significantly more revenue per month selling her forms on PDFfiller. That convinced her to switch the rest of her forms over to be hosted on PDFfiller as well. According to Diane, “I do believe that our arrangement is going to be a great way for both of our companies to generate additional revenue.”

PDFfiller for The Contractor’s Group & Its Customers
A Win for Everyone
While Diane built her business from the ground up and knows the value of her product, she also recognizes that the way her clients deal with her forms has shifted over time. She explains it by saying, “At one time having forms on your computer and not having to work with them online was great. Now however, we have so many things on our computers that it’s better to have access to online documents rather than having them hidden somewhere on your computer.”

For Diane, working with PDFfiller has created a whole new business opportunity. She wins by spending less time on the forms and more time creating informational resources for contractors, PDFfiller wins by adding more forms to its inventory, and Diane’s contractors win by having more powerful forms. By providing her clients with access to documents online, along with a suite of powerful editing and management tools, the benefits of working with PDFfiller are passed along not only to Diane’s business, but to the businesses of her clients.

With more value for her customers, leading to more sales and a higher return on investment, collaboration with PDFfiller has had a transformative effect on Diane’s current business, and has got her thinking about starting new ventures. As Diane puts it, “My suggestion to anyone who has forms for sale is to connect with PDFfiller for a profitable win-win-win for everyone.”

For the complete paper, click on the link below:

pdf  PDFfiller & The Contractor’s Group Customer Story

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Pay the Construction Workers Right with the WH 347 Certified Payroll Form

Certified payroll reports Form WH-347.

By the US federal law, known as the Davis-Bacon Act of 1931, all contractor and subcontractor employers are obliged to submit weekly certified payroll reports to prove their project compliance with government contracts. The form to be submitted for such purposes is issued by the US Department of Labor, Wage and Hour Division and is labelled WH-347 Form. In our blog post we will explain how to make use of this form.

Who needs a Certified Payroll form?

The Certified Payroll Form should be used by contractors engaged in government funded construction projects to file certified weekly payrolls for contracts to comply with the Davis-Bacon Act.

The legal requirements of Regulations (29 C.F.R., Subtitle A) state that the certified payrolls should be submitted using the standard especially created WH-347 form, or contractors and subcontractors can use their own payroll forms given they contain all the data from the standard WH-347 form.

What is the Certified Payroll form (WH-347) for?

It is required that contractors and subcontractors performing work under Federally financed or assisted construction contracts, should furnish a weekly statement regarding the wages paid to each employee during the previous week. The United States Department of Labor reviews the information to make sure that employees have received legally required wages and fringe benefits.

Is the Certified Payroll form  accompanied by other forms?

The WH-347 form is accompanied by a signed “Statement of Compliance” indicating that the payrolls are correct and complete and that each laborer or mechanic has been paid not less than the proper Davis-Bacon prevailing wage rate for the work performed.

When is the Certified Payroll form (WH-347) due?

The United States Department of Labor requires contractors to submit a copy of the Certified Payroll form, or its established substitute on a weekly basis.

How do I fill out the Certified Payroll form?

As the WH-347 requires indicating a lot of information and correct calculations, it should be completed with careful attention.

In details, the following data must be covered in the properly completed WH-347 form:

  • whether it is a contractor or a subcontractor who is filing the WH-347 Payroll form, the filer’s firm’s name and address;
  • payroll number;
  • the end date of the week paid for;
  • project and location;
  • project or contract number.

The next block is a table that must contain such details and calculations:

  • Name and individual identifying number of worker;
  • Number of withholding exemptions;
  • Work classification;
  • Date of work and amount of hours worked;
  • Pay rate;
  • Gross amount earned;
  • Deductions;
  • And finally, net wages paid weekly.

The second page of the form should bear the date and signature of the signatory party and their authorization, fringe benefits and exemptions.

Where do I send the Certified Payroll form (WH-347)?

The completed Certified Payroll form should be sent to the nearest United States Department of Labor office.

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AIA G702 Form: Settling Payment Formalities in Construction

AIA G702 Form: Application and Certificate for Payment.

The business relationships between the owner of the construction project and its contractors are governed by many official documents. Today’s review is devoted to one of the most often-used documents in construction projects – the AIA G702 Form. In a series of subsequent blog posts we will review other key documents that may be used in construction projects.

Who needs an AIA G702 Form?

AIA Form G702, Application and Certificate for Payment, is designed by the American Institute of Architects (AIA) to be used in dealings between the contractor and the customer for specific building projects. By means of the AIA Form G702, the contractor, based on analysis of the current status of the building project, certifies to the owner that the work on the project is progressing in accordance with the project contract and the contractor is entitled to payment of the amount specified in the form.

What is AIA G702 Form for?

The AIA Form G702 is used for payment in connection with a construction contract. The form consists of two main blocks which are the Contractor’s Application for Payment and the Architect’s Certificate for Payment. The owner uses the information provided to evaluate the progress of construction and the need to transfer money to the account of the contractor. If the owner has reasonable doubts about the quality and progress of construction, the payment can be delayed or even canceled.

Is AIA G702 Form accompanied by other forms?

In order to be a valid document, this form must be accompanied by the Continuation Sheet, AIA Form G703. Of course, the form must be preceded by the signing of the construction contract. If the parties (contractor and owner) have not previously entered into the contract, filling and submission of this form does not make sense on a legal basis.

How do I fill out AIA G702 Form?

The following blocks of the form must be filled out in order to complete the form:

  • Owner’s personal information;
  • Information on project;
  • Original contract sum;
  • Net change by Change Orders;
  • Total Completed & Stored to Date;
  • Retainage;
  • Current Payment Due;
  • Balance to Finish, Including Retainage.

After completing the Contractor’s Application for Payment section, the Architect’s Certificate for Payment must be signed. The explanation should be attached if the amount certified differs from the amount applied for.

Where do I send AIA G702 Form?

Once completed and signed, this Application and Certificate for Payment, AIA Form G702 should be directed to the project’s owner.

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AIA A101 Form: How to Reach a Contractor’s Agreement

AIA A101 Form for Standard Agreement Between Owner and Contractor

The beginning of a large construction project is always marked by the signing of a contract between the owner and the contractor. If the value of the work required is known exactly, then this form can be used as the main document regulating the rights and obligations of the owner and the contractor. Today’s review is devoted to the AIA A101 Form, the Standard Form of Agreement Between Owner and Contractor.

Who needs an AIA A101 Form?

Form AIA A101 is an agreement between an owner and a contractor for a particular project where the basis of the payment is a stipulated sum. The owner needs this agreement as an assurance that the project will be finished by the contractor within a particular period.

What is the  AIA A101 Form?

Form AIA A101 provides information about the parties and the project including names, legal status, location and detailed description of the project. The contractor must fully execute the work described in the contract documents with the exception of any duties specified in the contract documents to be the responsibility of others. The agreement provides information about the terms and sum of work to be done. The document also includes the termination date or suspension date of the agreement.

Is Form AIA A101 accompanied by other forms?

The General Conditions of the Contract for Construction document (AIA A201 form) accompanies the AIA A101 2007 form. Also, any drawings, specifications, addenda issued before execution of this agreement are to be attached.

When is Form AIA A101 due?

There is no specific time by when Form AIA A101 should be signed. The date of signing can be specified depending on the agreement of the parties. The date of this agreement shall be the time of commencement of the work.

How do I fill out the AIA A101 Form?

On the AIA A101 Form you must provide all information about the parties, the project and the amount of payment. There are also a few lines to specify the following: 1) binding dispute resolution 2) termination or suspension of the contract 3) insurance and bonds 4) miscellaneous provisions 5) enumeration of contract documents.

Where do I send Form AIA A101?

Parties are permitted to reproduce ten copies of Form AIA A101 when completed. At least two of them are kept by the parties, and others may be used by any other party connected to the project.