American Bar Association

Forum on the Construction Industry

 

 

 

 

Managing the Swell of Conflicting Regulation in the Construction Industry

 

 

Carl Circo

University of Arkansas

College of Law

Fayetteville, Arkansas

 

J. Andrew Howard

Alston & Bird

Los Angeles, California

 

Susan Fisher Stevens

Sprint Nextel Corporation

Overland Park, Kansas

 

Erin L. Gerdes

Woods & Aitken LLP

Lincoln, Nebraska

 

Presented at the 2009 Fall Meeting

“The Two-Way Street of Construction Counseling:

Learning From the Ins & Outs”

 

October 15-16, 2009

Philadelphia, Pennsylvania

 

 

 

 

 

© 2009 American Bar Association

 


I.                   Licensing and Registration 

 

According to the ABA’s A State-by-State Guide to Construction and Design Law,[1] all 50 states, as well as the District of Columbia and Puerto Rico, regulate certain design and construction professions or activities through some form of licensing or registration.  While the regulations are similar in many respects, there are also many variations and nuances.  As a result, counsel for design and construction professionals and firms must examine the specific details under the statutes, administrative regulations, and judicial decisions of each jurisdiction in which the client intends to provide services.  For an overview of the salient features of the licensing and registration provisions of all of the jurisdictions covered by the ABA Guide, see the State-by-State Licensing Matrix (Appendix I.f).

a.      Design professions

 

Depending on the jurisdiction involved, design professionals may be required to obtain a license, register, or obtain a certificate of authority to practice in that jurisdiction before providing or offering to provide design services with respect to projects located in that jurisdiction.  The terms “licensing” and “registration” as applied to design professionals are often used interchangeably to refer to these requirements.  As a matter of convenience, this discussion generally refers to the process as “registration” except in those cases in which particular significance attaches to a different term.  Most registration schemes expressly regulate both the practice of the profession (practice registration) and the use of professional titles (title registration). 

            State registration laws and regulations governing the design professions tend to follow similar patterns from one jurisdiction to another.  This section summarizes the more common approaches to the recurring topics covered by the ABA Guide.  The most basic features include requirements relating to professional education and experience, information and fees that must be submitted to an administrative board or agency, and the issuance of some formal certificate or document that confirms the professional’s or firm’s right to practice in that jurisdiction.

            The State-by-State Licensing Matrix summarizes some of the most important information on registration of design professionals in each jurisdiction.  Because the matrix provides coverage of many details, this portion of the paper describes, without endnote references to statutes and regulations in any particular jurisdiction, some information that is common among many jurisdictions.  Where information is specific to a particular jurisdiction or where reference to a particular jurisdiction, statute, or other authority is useful for illustration or clarification purposes, appropriate endnotes are included here.

                                                  i.      Design professions covered

 

            The statutes typically distinguish at least between the architectural and engineering professions.  Most also recognize specialties within these two broad categories.  Among the architectural professions, many states separately address landscape architecture and interior design.  Within the field of engineering, most states include distinct provisions governing professional engineering and land surveying, and some also provide separate registration processes for the categories of electrical, civil, structural, and mechanical engineering in addition to the general category of professional engineering. 

            Further specialized registration is also common.  Some jurisdictions in which mineral production is important separately regulate or address geological design professionals.[2]  Another category separately covered in some jurisdictions is that of geoscientist, which may include the services commonly provided by soils testing firms.[3]  Many states exempt most residential design activities from their registration requirements,[4] but Nevada has a distinct registration scheme applicable to residential design.[5]  While the present discussion is limited to registration requirements applicable to traditional design professions, many states also impose registration requirements on other related professions.[6]

                                                ii.      Key definitions of regulated activity

 

            Registration statutes typically define at least the practices of architecture and engineering, but there are no universal definitions of those terms.    The definitions of these two basic design professions generally overlap in certain respects, and the definitional distinctions are not always easy to apply in practice.[7]  Note that a title registration scheme that licenses those who use design professional titles rather than directly licensing the practice of a design profession might not need to define the professions at all.[8]

            Some statutory definitions tie the regulation of certain design professions to those activities that affect public safety or welfare.[9]  An alternative is simply to identify specific services or activities that fall within a particular regulated category,[10] and some statutes combine both of these definitional approaches.[11]  As a key component of the definition of the practice of architecture, some statutes include the element that architecture involves those design services that relate primarily to projects intended for human occupancy.[12]  This definitional tactic has the potential to establish a bright-line distinction between those activities that require a registered architect and those that may be performed by engineers or other registered design professionals or that may not require registration at all. 

Several jurisdictions take the relatively unhelpful approach of defining the practice of professional engineering primarily by reference to those services and activities that require specialized education, training, and experience in engineering and the application of specialized knowledge of mathematics, physics, and engineering.[13]  Legal counsel advising clients undertaking projects in jurisdictions that use somewhat broad or circular definitions may find that it is especially important to research administrative rules and judicial interpretations to understand how to distinguish the registration requirement for one profession from those that govern related professions and how to construe exemptions and exceptions.

            As a practical matter, the definitional distinctions between architecture and engineering under registration statutes tend to fall into two broadly contrasting categories.  One approach uses relatively general definitions that may have the advantage of brevity, but the disadvantage of potential vagueness or over-breadth.  The other approach attempts to define the regulated activities more comprehensively and specifically, which may produce many questions of interpretation and application.  Two contrasting definitions of the practices of architecture and engineering, one from South Carolina and the other from Texas, will help illustrate.

            The South Carolina statutes offer relatively concise, but somewhat circular, definitions of the two professions:

“Practice of architecture” means a service or creative work requiring architectural education, training, and experience and the application of the principles of architecture and related technical disciplines to the professional services or creative work as consulting, evaluating, planning, designing, specifying, coordinating of consultants, administration of contracts, and reviewing of construction for the purpose of assuring compliance with the specifications and design, in connection with a building or site development.[14]

 

“Practice of engineering” means any service or creative work, the adequate performance of which requires engineering education, training, and experience in the application of special knowledge of the mathematical, physical, and engineering sciences to such services or creative work as consultation, investigation, expert technical testimony, evaluation, design and design coordination of engineering works and systems, design for development and use of land and water, performing engineering surveys and studies, and the review of construction for the purpose of monitoring compliance with drawings and specifications, any of which embraces such services or work, either public or private, in connection with any utilities, structures, buildings, machines, equipment, processes, work systems projects, and industrial or consumer products or equipment of control systems, communications, mechanical, electrical, hydraulic, pneumatic, or thermal nature, insofar as they involve safeguarding life, health, or property, and including such other professional services as may be necessary to the planning, progress, and completion of any engineering services.[15]

 

            The corresponding Texas definitions reflect a more detailed strategy, but one that does not necessarily avoid the problem of circularity (especially with respect to engineering):

“Practice of architecture” means a service or creative work applying the art and science of developing design concepts, planning for functional relationships and intended uses, and establishing the form, appearance, aesthetics, and construction details for the construction, enlargement, or alteration of a building or environs intended for human use or occupancy, the proper application of which requires education, training, and experience in those matters. The term includes:

 

(A) establishing and documenting the form, aesthetics, materials, and construction technology for a building, group of buildings, or environs intended to be constructed or altered;

 

(B) preparing, or supervising and controlling the preparation of, the architectural plans and specifications that include all integrated building systems and construction details, unless otherwise permitted under Section 1051.606(a)(4);

 

(C) observing the construction, modification, or alteration of work to evaluate conformance with architectural plans and specifications described in Paragraph (B) for any building, group of buildings, or environs requiring an architect;

 

(D) programming for construction projects, including identification of economic, legal, and natural constraints and determination of the scope and spatial relationship of functional elements;

 

(E) recommending and overseeing appropriate construction project delivery systems;

 

(F) consulting, investigating, and analyzing the design, form, aesthetics, materials, and construction technology used for the construction, enlargement, or alteration of a building or environs and providing expert opinion and testimony as necessary;

 

(G) research to expand the knowledge base of the profession of architecture, including publishing or presenting findings in professional forums; and

 

(H) teaching, administering, and developing pedagogical theory in academic settings offering architectural education.[16]

 

* * * *

 

(b) In this chapter, “practice of engineering” means the performance of or an offer or attempt to perform any public or private service or creative work, the adequate performance of which requires engineering education, training, and experience in applying special knowledge or judgment of the mathematical, physical, or engineering sciences to that service or creative work.

 

(c) The practice of engineering includes:

 

(1) consultation, investigation, evaluation, analysis, planning, engineering for program management, providing an expert engineering opinion or testimony, engineering for testing or evaluating materials for construction or other engineering use, and mapping;

 

(2) design, conceptual design, or conceptual design coordination of engineering works or systems;

 

(3) development or optimization of plans and specifications for engineering works or systems;

 

(4) planning the use or alteration of land or water or the design or analysis of works or systems for the use or alteration of land or water;

 

(5) responsible charge of engineering teaching or the teaching of engineering;

 

(6) performing an engineering survey or study;

 

(7) engineering for construction, alteration, or repair of real property;

 

(8) engineering for preparation of an operating or maintenance manual;

 

(9) engineering for review of the construction or installation of engineered works to monitor compliance with drawings or specifications;

 

(10) a service, design, analysis, or other work performed for a public or private entity in connection with a utility, structure, building, machine, equipment, process, system, work, project, or industrial or consumer product or equipment of a mechanical, electrical, electronic, chemical, hydraulic, pneumatic, geotechnical, or thermal nature;

 

(11) providing an engineering opinion or analysis related to a certificate of merit under Chapter 150, Civil Practice and Remedies Code; or

 

(12) any other professional service necessary for the planning, progress, or completion of an engineering service.[17]

 

            Registration statutes often include many other important definitions and concepts that may require careful review and interpretation.  In particular, most jurisdictions establish detailed definitions of other regulated professions, such as land surveying and landscape architecture, as well as definitions of technical terms relevant to the application of the registration scheme. 

            One aspect of many definitions that may raise significant questions concerns how the regulatory scheme applies to activities such as construction contract administration and the observation or inspection of construction works.  To address these concerns, some jurisdictions include these concepts within the definition of one or more of the regulated professions, but then they expressly establish exceptions that allow some unregistered persons, such as construction superintendents or foremen, and even building contractors in general, to engage in those specific activities in connection with the performance of their other contractual duties.  A Nebraska statute along these lines, which apparently acknowledges that the state’s detailed list of activities constituting the practices of architecture and engineering may literally overreach the regulatory objective, expressly excludes the disbursement activities of construction lenders from the scope of the definitions.[18]

                                              iii.      Common requirements

 

Most registration statutes governing design professionals require that the applicant must have an appropriate academic degree and pass an examination.  Particularly for certain engineering professions, some require internship periods and even references from registered professionals who can attest to the applicant’s experience.[19]  Many incorporate or adopt tests or educational standards of national organizations and accreditation bodies.[20]  Some statutes apply less demanding requirements to design professionals who have been practicing for many years, a feature that sometimes reflects that the contemporary registration scheme was adopted long after some especially experienced individuals began to practice.  Periodic re-registration requirements are also common.  Some jurisdictions require applicants in certain design professions to also have a specified number of years of relevant experience.  Section I.a.vi. discusses special registration provisions for design professionals who are already licensed in other jurisdictions.

                                              iv.      Common exceptions and exemptions

 

            While most of the registration statutes contain many exceptions and exemptions, there is even less uniformity among the jurisdictions on this topic than on many other aspects of registration.  Several categories of exceptions and exemptions appear frequently, but even within those common categories the details vary greatly from one jurisdiction to another.  Statutes that broadly define the regulated professions and activities may also include extensive or detailed exemptions.  Alaska, which uses relatively brief and general definitions for the regulated professions, illustrates this strategy by balancing the broad scope of those definitions with detailed exceptions that assure that trade contractors and workers may perform their customary functions without concern over the registration process governing the design professions.[21]  Many jurisdictions provide for particular exemptions that other jurisdictions do not, and there is even less uniformity with respect to exemptions for specialty design professions.  For these reasons, legal counsel must pay particularly close attention to nuances and variations when considering whether a client qualifies for a registration exception or exemption under the laws of any jurisdiction. 

            At least in the case of architecture and professional engineering, the statutes generally include exceptions and exemptions that permit those registered under one design category to engage in some activities that would otherwise be covered by the definition of one or more other regulated design professions.  Several jurisdictions grant to registered architects and registered engineers rather broad exceptions to engage in those activities that fall within the definition of the other’s profession.  This solution to the overlap problem is distinct from, and presumably far broader than, the more common approach of allowing architects to engage in those engineering activities that are merely incidental to the performance of architectural services and allowing a corresponding accommodation to engineers.  Another tactic to address this concern is to grant a broad exception that allows one registered professional to engage in services covered expressly by another registered profession by means of a consulting arrangement with a registered member of the other profession.  New Jersey has special legislation that attempts to coordinate the regulation of the responsibilities and restrictions applicable to architects and those applicable to engineers.[22]  Case law in Pennsylvania expressly requires that the principles governing architects and engineers must be read together and construed in a coordinated manner for some purposes “because each statute explicitly recognizes that there is indeed an overlapping of the professions, and neither one establishes a clear, mutually exclusive, delineation between the two.”[23] 

            For activities that generally fall within the definition of the practice of architecture, the most common exceptions include: (1) architectural services that registered engineers perform and that are incidental to the practice of engineering; (2) drafting or other limited design work performed by employees under the supervision of a registered architect; (3) single-family residential design services, either as a broad category or where the total area of the residential project is less than a designated minimum; and (4) architectural services for agricultural purposes.  But even within these common categories, details often vary significantly from one jurisdiction to the next.  For example, in some jurisdictions, multiple-unit residential projects as well as single-family residences are exempt, and in others the square footage or total construction cost of a residential (or other) project provides the controlling regulatory criterion.  Statutes exempting activities of supervised employees also frequently differ significantly with respect to the nature of the permitted activities. 

            Some of the less common exemptions from architectural registration requirements include those that cover (1) some governmental projects; (2) certain manufacturing or industrial projects; (3) works for personal use: (4) incidental architectural activities performed by registered professionals other than architects and engineers; (5) projects of limited scope, such as the design of storefronts or golf courses; (6) structures costing less than a specified amount if not intended for public use or if public safety is not implicated; and (7) design of non-load-bearing interior features or other specified interior features. 

            Exemptions and exceptions from the registration requirements for professional engineers follow a similar pattern.  The statutes commonly exempt from the requirements architects who perform certain activities that might otherwise fall under the definition of the practice of engineering but that are incidental to normal architectural services.  Some jurisdictions add exceptions for special categories that are especially relevant to engineering services.  For example, some jurisdictions provide exemptions for employees or contractors in particular fields, such as the communications industry or utility services, or for particular structure types or project types, such as garages, sheds, mechanical projects, pre-engineered buildings, manufactured products, and personal property. 

            Exemptions for more specialized design professions, such as landscape architecture or specific engineering specialties may either be similar to those that apply to architecture and professional engineering, or they may be more limited in scope.  For example, in some jurisdictions, one of the main exemptions from the registration requirements for landscape architecture is that a registered architect may perform services that fall within the definition of landscape architecture.  A number of specialized design professionals may qualify for other limited exemptions, as in the case of a landscape architectural registration statute that exempts urban planners for some purposes, or a regulation applying to certain engineering activities that permits limited design activities to be performed by contractors with an appropriate specialized contractor’s license.

            In some circumstances, it is important to recognize that an exemption from a registration requirement does not necessarily solve all regulatory problems that may arise when design responsibilities are performed by those who are not registered.  For example, a residential design exemption has limited significance in a jurisdiction in which a residential building permit may not be issued without drawings stamped by a registered architect.[24]

                                                v.      Treatment of business entities

 

            Most jurisdictions include special requirements or provisions for corporations, partnerships, limited liability companies, or other forms of business entities that provide professional design services.  The approaches and details differ in many respects.  Some jurisdictions authorize a form of professional registration for a business entity if all of the stakeholders of the business, or a specified minimum percentage of the stakeholders, are registered.  For these purposes, stakeholders may include shareholders, partners, members, officers, or directors of the firm.  A common strategy is not to register the business entity, or at least not to register the entity in the same sense that individuals are registered to practice the profession, but to allow the entity to engage in the regulated activities through its agents or employees who are registered.  Some business entity provisions are primarily intended to assure that properly licensed individuals retain responsibility and legal liability for all professional services. 

            Yet another scheme provides for a business entity registration that is distinct from the professional license and that permits licensed professionals to practice in a corporate or other entity form.  Missouri follows this route by issuing a Certificate of Registration to a regulated design professional, while providing that a corporation must obtain a Certificate of Authority if one of its purposes is to practice a regulated design profession.[25] 

            Finally, a few jurisdictions do not provide for professional registration by business entities, or they allow business entities to register under some professional categories but not others.[26]  For the most part, however, even in these jurisdictions, some provision is generally made for a business entity to offer regulated services through officers or employees who are properly registered.[27]

                                              vi.      Reciprocity and temporary licensing

 

            For many projects, one of the most important licensing questions a design professional faces is whether the jurisdiction in which the project is located will permit the practice of engineering, architecture, or a specialty design profession by those who are registered only in a different jurisdiction.  While most jurisdictions have some reciprocity provisions for at least some licensed design professions, once again, there is far less uniformity than national and regional design firms would prefer.

            Under the provisions in some jurisdictions, a design professional registered only in another jurisdiction may, without registering locally, serve as a consultant to another design professional who is registered in the local jurisdiction.[28]  Other statutes provide for temporary registration for a design professional who is registered in another jurisdiction and who merely seeks to provide services of brief duration or in connection with a particular project.[29] 

            A common approach is to permit local registration for a professional already registered in another jurisdiction if the professional meets certain educational, testing, experience, and moral character standards.  Some of the statutes specify that this form of registration is only available to design professionals registered in jurisdictions that include reciprocal foreign registration procedures.  Typically, the statutes recognize nationally accredited educational programs, and they may streamline licensing by accepting national testing procedures.[30]  Jurisdictions differ significantly in the number of years or type of experience that may be required for registration through reciprocity.[31]  Certain aspects of reciprocity may also be discretionary with the administrative agency having authority over the design profession involved.[32]

            The reciprocity provisions of jurisdictions located in areas prone to earthquakes frequently add a requirement that the applicant must meet training relating to seismic forces.[33]  Alaska has the additional requirement for specified training in arctic engineering.[34]

                                            vii.      Professional standards

 

            While registration statutes do not themselves necessarily establish the professional standard of care or the principles of professional conduct for design professions, they often do address related considerations.  For example, some registration statutes include restrictions relating to those who have been convicted of certain crimes or regulatory infractions, while others merely include a requirement that the applicant must be of good moral character.[35]  The registration statutes or associated administrative regulations may also require a registered design professional to comply with continuing education rules.[36] 

            The same statutory framework that establishes the registration requirements also sometimes provides for the adoption and administration of rules of professional conduct.[37]  Consequently, the boards or agencies having authority over the registration process often also have authority to promulgate codes of professional conduct.  These codes may be quite detailed.  For example, the Michigan Board of Professional Engineers prohibits engineers from giving gifts to secure clients, soliciting or accepting gratuities from contractors or their agents, or accepting compensation from more than one participant in a project without appropriate written disclosure and the approval of all parties.[38]

            Registration statutes often make reference to the use of professional seals.  Some of these provisions expressly require the design professional to seal certain documents or they impose legal responsibility or liability in connection with sealed drawings or technical documents.  In Colorado, for example, an architect establishes a record set of drawings by stamping, signing, and dating them, and the architect must retain a record set for at least three years and must provide duplicate record sets for the project owner and for the appropriate regulatory authorities.[39]  In Florida, “the individual architect who signs and seals the construction documents and instruments of service shall be liable for the professional services performed, and the individual interior designer who signs and seals the interior design drawings, plans, or specifications shall be liable for the professional services performed.”[40]

                                          viii.      Penalties and consequences for failing to register or obtain license

 

            Practicing as a regulated design professional without a required license generally subjects the offender to a civil or criminal fine.  In many jurisdictions, practicing without the appropriate authority is categorized as a misdemeanor,[41] and in others a violation may even constitute a felony.[42]  In many, a design professional who practices without being properly registered may not resort to the court system to collect a fee or enforce a contract for design services.  While this consequence may be included expressly in the registration statutes,[43] it seems that at least an equal number of jurisdictions reach this result through case law.[44]

                                              ix.      Notable differences in state licensing and registration of design professions

 

            In a broad sense, as the preceding discussion suggests, the registration schemes follow similar patterns from one jurisdiction to another.  As summarized above, these schemes usually involve defining the regulated professions, establishing detailed requirements for appropriate educational qualifications and experience, providing for testing specific to each profession, creating and empowering an administrative board or agency having jurisdiction over one or more professions, providing for reciprocity or registration by non-resident professionals and firms, establishing exemptions and exceptions from the registration requirements, and imposing penalties for violators. 

            Some significant differences exist with respect to administrative authority over design professions.  Most jurisdictions vest substantial authority over registered design professions in specialized boards or administrative agencies.  Many establish a separate agency for each distinct profession or for closely related design professions (such as one agency for engineers and land surveyors and a separate agency for architects and landscape architects),[45] but some place authority over all or several distinct design professions in a single body.[46]  Where separate agencies exist, counsel must be careful to understand where the jurisdiction of one agency ends and that of another begins, as well as to appreciate the potential for overlapping jurisdiction, turf battles, and inconsistent regulatory approaches or interpretations.

            Most jurisdictions regulate both the practice of each profession and the use of the professional titles associated with that profession.[47]  Under this approach, a person who is not properly registered violates the registration law by providing any services or engaging in any of the activities covered by the definition of a regulated design profession or by merely using the associated professional title or directly or indirectly holding himself or herself out to be a member of that profession.  A few jurisdictions, however, only regulate, or at least only expressly address, the use of a professional title rather than the act of engaging in defined professional activities.  In Kentucky, for example, no registration is required to practice interior design, but an unregistered designer may not use the title “certified interior designer.”[48]

            In most jurisdictions the regulatory structure governing the registration of design professions is at least roughly similar from one regulated design profession to another.  Maryland’s system of parallel provisions for different professions offers a good example of this approach.[49]  But in a few jurisdictions, significant differences appear in how different design professions are treated.  For example, the Massachusetts statutes that regulate architects, professional engineers, and land surveyors generally parallel one another in prohibiting the unlicensed practice of those professions, but the Massachusetts scheme for regulating landscape architects does not prohibit the unlicensed practice of that profession; it merely prohibits an unlicensed person from using the title or label of landscape architect.[50]

                                                x.      Notable anomalies

 

            Some distinctions are especially noteworthy because they hold the potential for surprise.  In Mississippi, for example, a non-resident applicant for licensure by reciprocity “must submit a sworn affidavit stating that no one in the person’s firm has ever practiced architecture in Mississippi without a license.”[51]  Some provisions that exempt contractors or building trades from registration seem to leave unusually wide gaps in the regulation of professional design activities. [52] 

            Other specific provisions from several registration schemes serve to remind counsel always to check the applicable statutes and regulations for non-standard requirements.  For example, an Arkansas statute requires all licensed engineers and surveyors to file a plat of all surveys of property boundary lines made by them in the appropriate public land records.[53]  Although most registration schemes focus on either the activities of those who themselves engage in design activities or who hold themselves out as qualified design professionals, in Delaware, “an owner of real property who allows certain construction projects to be built on his real property shall be deemed to be engaged in the practice of architecture, unless the owner has employed a registered architect and/or a registered engineer to furnish certain defined construction contract administration services for the project.”[54]  Delaware law also imposes special reporting requirements on architects who are retained for certain limited purposes or who provide “sealed technical submissions for a project” but who do not provide contract administration.[55]  Maryland distinguishes between “property line surveyors” licensed on or before June 30, 1990 and professional land surveyors licensed after that date.[56]  In Oregon, the name of a regulated architectural firm “may not include the name of a person who is not an Oregon-licensed architect or engineer.”[57]  Under Wisconsin law, “architects and engineers who have received a diploma from a state college or school approved by the examining board may, under certain circumstances, be permitted to practice in Wisconsin without taking a formal examination.”[58]

            In other words, while the registration statutes share many common features, unique provisions also abound.  Counsel must, therefore, carefully review the specific statutes and regulations for a particular jurisdiction.  Often, of course, the best way to discover or understand jurisdictional peculiarities is to consult with local counsel and the regulatory agencies having jurisdiction over the professions and projects involved.


b.      Construction Professionals

 

Though Wyoming may only require “a hard hat, a hammer, and a pickup truck” to be a contractor,[59] many other states impose licensing, registration, and/or certification requirements on individuals or business entities participating in construction projects within their jurisdictions.  Contractors—especially those in specialty trades such as plumbing or electric—must carefully comply with those requirements, or they not only will risk criminal penalties, but also will risk the loss of lien rights, the inability to bring a claim in court for enforcement of the contract, the imposition of monetary fines, and many other negative outcomes.

Over half of the States[60] have generally applicable licensing, registration, and/or certification requirements for contractors and subcontractors that perform construction work.[61]  Beyond that, though, regardless of whether a State has a generally applicable requirement, some States enable a local jurisdiction to impose licensing requirements for work done by contractors within that particular jurisdiction,[62] and all states appear to impose licensing, registration, and/or certification requirements on at least some of the specialty trades such as plumbing, electrical, asbestos abatement, etc.[63]  This section will focus on the typical (and some atypical) requirements in licensing, registration, and/or certification requirements for general contractors and builders.  However, given the penalties associated with performing un-licensed, un-certificated, or un-registered work (or even submitting a bid without the appropriate credentials), contractors must carefully review the requirements of each State in which they may consider providing any form of construction-related services. 

i.          Scope of Licensing, Registration, and Certification Statutes

If a State generally requires the licensure, registration, or certification of contractors and subcontractors performing construction work, the first questions are what work qualifies as “construction work” and who is doing it?  The types of work covered by these statutes are typically fairly broad in scope.  For instance, Georgia’s licensing statutes became effective in July 2008 and define a “contractor” as one who is

qualified, or required to be qualified, under this chapter and who, for compensation, contracts to, offers to undertake or undertakes to, submits a bid or a proposal to, or personally or by others performs the construction or the management of the construction for an owner of any building, bridge, or other structure, including a person who installs industrialized buildings . . . for the construction or improvement of, addition to, or the repair, alteration, or remodeling of any such building, bridge, or structure for use by the owner or by others or for resale to others.[64]

 

The Georgia statute further specifies that the term “contractor” includes the services of a contractor engaged in design-build services.[65]  However, many statutes provide limited carve-outs for other professionals who are otherwise licensed by the State such as architects and engineers.[66]

Statutes also commonly restrict relatively broad definitions of a contractor to projects over a certain value or provide limited exemptions for work being done on the contractor’s own property.  For instance, in Arkansas, a “contractor” is defined as

[A]ny person, firm, partnership, copartnership, association, corporation, or other organization, or any combination thereof, that, for a fixed price, commission, fee, or wage, attempts to or submits a bid to construct or demolish, or contracts or undertakes to construct or demolish, or assumes charge, in a supervisory capacity or otherwise, or manages the construction, erection, alteration, demolition, or repair, or has or have constructed, erected, altered, demolished, or repaired, under his or her, their, or its direction, any building, apartment, condominium, highway, sewer, utility, grading, or any other improvement or structure on public or private property for lease, rent, resale, public access, or similar purpose, except single-family residences, when the cost of the work to be done, or done, in the State of Arkansas by the contractor, including, but not limited to, labor and materials, is twenty thousand dollars ($20,000) or more. . . .  However, when a person or an entity acts as a contractor in the construction, erection, alteration, demolition, or repair of his or her own or its own property, such action shall not result in the person or entity being required to obtain a license, but the person or entity shall comply with all other provisions of this subchapter.[67]

 

Other limiting amounts extend from as low as $1,000 (Arizona)[68] or $2,000 (Idaho and North Dakota)[69] (i.e., “handyman exceptions”) to as high as $50,000 (Louisiana)[70] or $100,000 (Mississippi).[71]  Additionally, although the Arkansas “owner exception” is fairly broad, other States’ owner exceptions are more limited.  For instance, Alaska limits unlicensed owners to constructing one home, duplex, triplex, four-plex, or commercial building every two years.[72]  Arizona’s owner exception is two-fold applying

(1)   to owners doing work on their own property (by themselves, their employees, or with “duly licensed contractors”) if the property is intended for occupancy solely by the owner, is not intended for occupancy by members of the public as the owner’s employees or business visitors, and is not intended for sale or rent.[73]  Under the statute, if the property is sold or leased within one year of completion or the issuance of a certificate for occupancy, then that is prima facie evidence of intent.[74]

(2)   to owners that act as developers and who contract with a duly-licensed general contractor to build structures or appurtenances to structures on the owner’s property for the purpose of sale or rent and to owners who act as developers, who contract with a duly-licensed general contractor or specialty contractor to improve structures or appurtenances to structures on their property for the purpose of sale or rent.[75]  For an owner to qualify for this exemption, the licensed contractors’ names and license numbers must be included in all sales documents.[76]

Thus, once again, it will be important for those engaging in construction to carefully review the applicable licensing statutes even when working on a “personal” project since a license, certificate, or registration may be required.

ii.                  Requirements for Successful Licensure, Certification, or Registration

 

Common requirements to be properly credentialed as a construction professional include paying a licensing or application fee, meeting specified financial requirements (via proof of audited financial statements), passing a trade and/or business law examination, providing evidence of compliance with workers’ compensation laws, providing evidence of coverage by a general liability insurance policy, and/or posting a bond.  Some States also may evaluate the contractor’s or subcontractor’s experience and/or past performance on projects.[77]  Finally, non-resident contractors and subcontractors may be subjected to additional requirements such as obtaining a certificate of authority and maintaining a registered agent[78] or registering themselves and contracts over a certain amount with the State’s and/or local government’s tax officials.[79]

            iii.        Treatment of Business Entities

Although more fully discussed in the section below regarding responsible persons in charge, responsible managing officers, and responsible managing employees, contractors performing construction services under the auspices of a corporation, joint venture, or other business forms may face additional issues. 

The first question that commonly arises in these situations is who or what needs a license?  Does the business entity need its own license or is it sufficient that an employee or owner has a license?  To be certain, States handle the licensing of construction businesses quite differently.  For instance, in some States, all parties to a joint venture are required to be properly licensed.[80]  However, in other States, a joint venture or a partnership may be considered registered if one of the joint venturers or general partners is registered.[81]  Still other States will grant a license to the business entity so long as a regularly employed person with the company is properly qualified.[82] 

California, North Carolina, and Oregon are illustrative of somewhat unique rules that may apply to entities.  For instance, California issues “joint venture licenses” to any combination of individuals, corporations, partnerships, or other joint ventures; however, each member must hold a current, active license in good standing.[83]  The joint venture license may be issued in any classification in which at least one of the entities is licensed.[84]  Without such a license, two entities that otherwise have been properly licensed may not be issued a contract jointly or otherwise act in unison.[85]  Similarly, North Carolina also requires the business entity entering into a contract to be properly licensed.[86]  However, North Carolina places a limit of two on the number of entities that an individual may qualify on behalf of—e.g., an individual may qualify on behalf of an entity and himself, but that is it.[87]  Finally, in Oregon, neither partners nor joint venturers are required to be registered individually, but the names of all individual partners or joint venturers must be on record with the licensing board.[88]

            iv.        Reciprocity

With the wide variety of rules applicable in the different States, some solace may be found in the fact that reciprocity is available between certain States.  However, even in States where reciprocity exists, it may be limited, and contractors may still have some hurdles to cross even in States with some form of reciprocity.

South Carolina, Maryland, and the States of California, Arizona, Nevada, and Utah are illustrative of common approaches to reciprocity that exist.  First, among other requirements, South Carolina will grant licenses to applicants in good standing in other States if those other States have requirements that are “equal to or greater than those required” by the State of South Carolina and if the licensing board has entered into an exam waiver agreement with that State.[89]  Consistent with the above discussion on the variations among licensing requirements for the different trades, though, those waiver agreements appear to be specific to the type of construction trade at issue.[90]  Second, and taking a “what’s good for the goose is good for the gander” approach, Maryland does not require a non-resident construction license of a contractor from a State that does not require a similar license for a Maryland contractor.[91]  Finally, California, Arizona, Nevada, and Utah will grant reciprocity for a required trade examination for those contractors who (1) have been licensed in good standing for at least five years in one of the other three States, (2) passed a trade examination in one of the other three states, (3) provide a license verification form from their home state licensing board; and (4) passed a business law exam and completed other licensing requirements.[92] 

            v.         Penalties

Generally speaking, a large number of States will impose some level of civil monetary fine in connection with engaging in activities without a required license, certificate, or registration.  However, many States also impose much more serious penalties, including (1) classifying such actions as misdemeanors with the potential for imprisonment and/or criminal fine,[93] (2) deeming the contract under which the contractor was to, is, or did perform null and void and/or unenforceable by the contractor,[94] (3) prohibiting contractors from filing suit in a court or arbitral forum in connection with such work,[95] and/or (4) prohibiting contractors from recovering on lien or bond claims.[96]  New Jersey even makes the unlicensed construction activities subject to the New Jersey Consumer Fraud Act with its accompanying imposition of treble damages.[97]

However, some States will enable a contractor to claim to have “substantially complied” with the licensing requirements in order to avoid the harsh sanction of being excluded from the court system.[98]  For instance, in Arizona, factors reviewed include:  whether the non-compliance was contributed to by the Registrar of Contractors, whether the contractor was financially responsible at the time it was not licensed, whether there was a knowing violation of the licensing requirements, whether the violation was immediately remedied by the contractor, and whether the violation prejudiced the party whom the statute is designed to protect.[99]  Similarly, in limited situations, Oregon may allow a contractor to seek redress in a court or arbitration setting if the owner was aware that the contractor was unlicensed at the time that the unregistered contractor was hired, but hired that contractor anyway.[100]

Finally, it should be recognized that others may also face penalties in connection with a contractor’s unlicensed activities.  For instance, in Georgia, architects and engineers that knowingly recommend that an owner award a contract to an unlicensed contractor is subject to the same punishments as the unlicensed contractor.[101]  Similarly, subcontractors in Idaho with actual knowledge that a general contractor is not registered may have their lien rights impaired or denied.[102]  Finally, in Maryland, each agent or officer of a corporation that is convicted of failing to obtain a necessary license is also subject to a fine or imprisonment.[103]

c.       Special provisions governing design-builders

 

While many jurisdictions have express statutory or regulatory provisions applicable to the use of the design-build project delivery system for public projects, a discussion of public projects is generally beyond the scope of both the ABA Guide and this paper.  According to the ABA Guide, only a relatively small number of jurisdictions have licensing provisions specifically relating to the design-build project delivery system in the private sector.  Some of these provisions expressly authorize a properly licensed contractor to operate as a design-builder by allowing the contractor to provide the design services either through a properly licensed employee or via a consulting arrangement with a properly licensed design professional.[104]  At least one jurisdiction expressly makes a similar accommodation to facilitate design-build contracting by design professionals.[105]  Some others require design-builders to make special disclosures about the method by which regulated services are to be provided by a properly licensed person or entity.[106]  In some cases, however, the special statutory provisions primarily confirm that operating via the design-build project delivery system does not excuse compliance with a licensing requirement.[107]

Because the materials prepared for Plenary Session 3 for this conference include a state-by-state matrix that covers, among many other topics, how the jurisdictions included in the ABA Guide address certain design-build issues, this paper will not repeat those details.  Of course, an excellent and far more comprehensive additional resource on this issue is the Forum’s own Design/Build Deskbook.[108] 

d.      The Responsible Managing Employee

 

Fulfilling the requirements for licensure – either as a construction or design professional – may seem relatively simple and straightforward for the sole proprietor whose work is limited or confined to a particular discipline or geographic territory.  But the complexity of the licensure process increases when the work of several persons is covered under a single license.  In this instance the license of one individual may be sufficient.  As demonstrated above, similarities and disparities abound among the various States’ licensing requirements.  Depending on the jurisdiction and the type of business association involved, where the work of several persons is covered under a single license, the person whose license is used is oftentimes referred to as the Responsible Person in Charge (“RPC”), Responsible Managing Officer (“RMO”) or Responsible Managing Employee (“RME”). 

For example, in California contractors’ licenses are available to individual owners, co-partnerships and corporations.[109]  An individual owner can obtain a contractor’s license through the appearance and successful examination of either the owner himself or herself, or a qualifying individual – known as a Responsible Managing Employee – appearing on the owner’s behalf.[110]  In contrast, a corporation can obtain a contractor’s license only through the appearance and successful examination of either a Responsible Managing Officer or Responsible Managing Employee.[111]

As with all licensing requirements, the qualifications to serve as an RPC, RMO or RME vary from jurisdiction to jurisdiction, as do the procedures for disassociation and replacement.[112]  Penalties for failure to be properly licensed also vary from jurisdiction to jurisdiction, but frequently include licensure suspension or revocation,[113] imposition of civil penalties,[114] criminal prosecution,[115] and in some cases, even disgorgement of profits earned by the individual or corporation during periods of lack of proper licensure.[116]  As always, review of the pertinent laws and regulations and consultation with local counsel is paramount in assuring compliance and avoiding the risks of non-compliance with a jurisdiction’s licensing laws.

e.       Federal Licensing and Registration Requirements

 

            As one of the world’s largest consumers of goods and services, the United States Government can dictate terms and conditions and implement rules and requirements that ordinary consumers – and even state and local governments – cannot.  With the myriad of unique requirements applicable to federal government contracting, it might surprise some to learn that the federal government has not yet established a mandatory federal licensing program for construction professionals seeking to do business with the federal government.  Conversely, it can be an overwhelming realization to construction professions to learn of and comply with the unique and numerous contractor registration requirements applicable to federal government contracting.

                        i.          Contractor’s exemption from state and local licensing laws

As a general rule, contractors engaged to perform construction work for the federal government on projects located on federal property are exempt from compliance with state and local contractor licensing laws.  The rationale for such an exemption is – not surprisingly – rooted in the United States Constitution.

Although the case did not involve contractor licensing, the groundwork for this rule was laid in James Stuart & Co., Inc. v. Sadrakula.[117]  In this case, the United States Supreme Court considered whether a provision of New York state law applied to the construction of a post office on property the federal government acquired from the state.  Specifically, the case involved a wrongful death claim brought by the decedent’s administratrix, who alleged that the general contractor’s failure to install planking on scaffolding violated mandatory requirements of the State’s Labor Law and proximately resulted in the decedent’s death.  The Supreme Court of New York rejected the general contractor’s argument that application of the state statute violated the Property Clause of the Constitution, agreed with the administratrix that the state statute applied, and entered a judgment for damages against the general contractor for wrongful death.  The decision was affirmed on appeal by both the Appellate Division and the New York Court of Appeals.[118] 

            On further appeal, the Supreme Court observed that, under the Property Clause of the Constitution, Congress has plenary authority and control over property owned by the federal government.[119]  Nevertheless, the Court rejected the argument advanced by the contractor that all of the laws of the former sovereign (i.e., the state from which the property is obtained by the federal government) are abrogated upon transfer of ownership to the United States.[120]  Rather, the Court recognized that the Constitution permits the continuance of state law governing the transferred territories until expressly abrogated, or unless application of the law or any portion thereof would “interfere with the carrying out of a national purpose.”[121]

            By resolving the case in this way, the Court recognized that no area of the country would be left without a developed legal system for the protection of private rights, and that enforcement of pre-existing state law would promote the assimilation of the laws governing the federal territories with the laws of the surrounding state, unless Congress passed legislation to the contrary.[122]  The Court stated, however, that only the laws in effect at the time of transfer continue in force and effect (if not inconsistent with federal laws or policies); “future statutes of the state are not a part of the body of laws in the ceded area.”[123] 

            Years later, in Leslie Miller, Inc. v. Arkansas,[124] the Supreme Court again was presented with the enforceability of a state law to contractors engaged on federal construction projects, this time expressly considering the applicability of the state’s contractor licensing regulations.  In Leslie Miller, a contractor bid on and was awarded a construction project at an Air Force base located in Arkansas.  After contract award, criminal charges were brought against the contractor resulting from its failure to obtain a contractor’s license from the state’s Contractors Licensing Board.  The contractor was found guilty and fined.  The conviction was affirmed on appeal by the Arkansas Supreme Court.[125] 

On further appeal to the United States Supreme Court, the contractor – joined by the Government as amicus – argued that application of the state’s licensing law interfered with the federal government’s authority to regulate federal procurement.[126]  The Supreme Court agreed and reversed.[127]  In reversing, the Supreme Court observed that under governing federal procurement laws, the Air Force was obligated to consider a variety of factors in determining bidder responsibility and determining which bid would be “most advantageous” to the Government, two prerequisites for contract award under the governing procurement statute and regulations.[128]  The Court further observed that, under Arkansas law, the Contractors Licensing Board considered similar factors in determining an applicant’s qualifications for state licensure.[129] 

Based upon these similarities, the Court concluded:

Mere enumeration of the similar grounds for licensing under the state statute and for finding “responsibility” under the federal statute and regulations is sufficient to indicate conflict between this license requirement which Arkansas places on a federal contractor and the action which Congress and the Department of Defense have taken to insure the reliability of persons and companies contracting with the Federal Government.[130]

This conflict led the Court to further conclude, “Subjecting a federal contractor to the Arkansas contractor license requirement would give the State’s licensing board a virtual power of review over the federal determination of ‘responsibility’ and would thus frustrate the expressed federal policy of selecting the lowest responsible bidder.”[131]  Consequently, the Court determined that application of the state licensing statute was preempted under the Supremacy Clause of the Constitution, and the contractor’s conviction was reversed.[132]

            The Court’s decision in Leslie Miller has been adopted by various other state and federal courts.  In Electric Construction Co. v. Flickinger,[133] the Arizona Supreme Court, relying on the Leslie Miller decision, concluded that the state’s licensing statutes did not apply to a subcontractor working at an Air Force base located in the state because of the “impermissible burden” those requirements would impose beyond those established by federal law.[134]  Similarly, in Airport Construction & Materials, Inc. v. Bivens,[135] the Arkansas Supreme Court concluded that the state’s contractor licensing rules did not apply to a subcontractor on a federal construction project because application of those requirements would frustrate the express federal policy of awarding contracts to the lowest responsible and responsive bidder.[136]  The court was not persuaded by the fact that the subcontract was awarded to the unlicensed subcontractor several months after award of the prime contract, and therefore rejected the state’s argument that application of the licensing laws to lower-tier contractors would not impede the federal agency’s determination of the prime contractor’s responsibility.[137] 

            Leslie Miller and the cases that have followed it create a significant obstacle to a state’s attempt to force a contractor, working exclusively on federal projects within the state’s boundaries, to comply with its contractors’ licensing laws and regulations.[138]  However, as these decisions make clear, where there is no expressed federal statute, policy or rule that would be frustrated by application of a state’s law or regulation, a contractor working on a federal construction project is required to comply with other state laws or regulations applicable to the performance of the work.[139] 

            ii.         Designers’ responsibility for state registration

Unlike contractors, design professionals are not exempt from state registration under federal architect-engineer contracts except in two limited circumstances: where the design work will be performed entirely outside the United States and its outlying areas, or in a state or outlying area that does not have registration requirements for the particular discipline involved.[140]  In all other cases, “[a]rchitects or engineers registered to practice in the particular professional field involved ... shall prepare or review and approve the design of architectural, structural, mechanical, electrical, civil, or other engineering features of the work.”[141]

iii.        Federal contractor registration requirements

                                    1.         Central Contractor Registration

            Since October 1, 2003, and except in certain limited circumstances, prior to award of a federal contract all contractors have been required to submit basic company information to the federal government through registration in the Central Contractor Registration database (“CCR”).[142]  Contractor information in the CCR is electronically stored, and disseminated to and used by agency procurement officials (i.e., the contracting officers) in soliciting and awarding federal government contracts, grants, cooperative agreements and other forms of federal assistance.  Consequently, only prime contractors (or firms seeking to be in direct privity with the awarding agency) are required to register in the CCR. 

            Contractors that want to become registered in the CCR complete a one-time online registration application, and are responsible for updating or renewing their registration at least once per year.[143]  Contractors are responsible for the accuracy and completeness of the information they submit in connection with their CCR registration.[144]  Further, they are responsible to the government for any liability resulting from the government’s reliance on the information submitted.[145]  As a consequence, contractors are well advised to routinely review and update their CCR profile beyond the yearly review mandated by the FAR.

            CCR registration generally requires submission of a variety of basic contractor information in five separate categories: General Information; Corporate Information; Goods and Services Information; Financial Information; and Point of Contract Information.[146]  The following is a non-exclusive list of examples of the types of information collected within these five categories:

  • General Information –
    • Data Universal Numbering System (DUNS) number issued by Dun & Bradstreet;
    • Commercial and Government Entity (CAGE) Code, if available;
    • Legal Business Name and DBA’s; and
    • Federal Tax ID Number.
  • Corporate Information –
    • Organization Type (i.e., State/Local government, business, etc.);
    • Legal Business Form (i.e., corporation, partnership, LLP, etc.);
    • Profit structure; and
    • Socioeconomic certifications, if any.
  • Goods/Services Information –
    • North American Industry Classifications System (NAICS) Codes for each business establishment; and
    • Standard Industrial Classification (SIC) Codes for the types of goods or services offered.
  • Financial Information –
    • Electronic Funds Transfer (EFT) Information, including bank name, ABA Routing Number and account numbers;
    • Contact information for the business’s accounts receivable department;
    • Credit card acceptance information, if payments can be made by credit card.
  • Point of Contact Information –
    • The person at the business or firm that is responsible for ensuring the currency, completeness and accuracy of the information stored in the CCR;
    • The name of another individual who can be contacted is the principal contact person is not available; and
    • The person within the business or firm that is responsible for authorizing employee access into federal government electronic business systems.

2.         Online Representations and Certifications Application

In addition to registration in the CCR, federal government contractors also are required to complete the Online Representations and Certification Application (“ORCA”).  ORCA is an internet-based system that centralizes the storage and collection of the required representations and certifications (“reps and certs”) that previously were included in government solicitations.[147]  ORCA was created to expand the federal government’s use and reliance on “e-business applications,” and to streamline the procurement process by eliminating the repetitious need for contractors to submit paper copies of the government’s standard reps and certs with each potential procurement opportunity.  ORCA registration is now mandatory for all solicitations that require active contractor registration in the CCR.

Like CCR registration, contractors must update their ORCA profiles on at least an annual basis and are responsible for ensuring the truth and accuracy of that information.[148]  Further, submission of a bid or offer constitutes re-verification and re-certification by the contractor that the information contained in ORCA is current, accurate and complete.[149] 

The scope of reps and certs required by ORCA is vast.  Like its paper predecessor, these include, for example, certifications related to business ownership and size, compliance with applicable labor standards and labor laws, compliance with domestic preference restrictions (e.g., Buy America Act and Trade Agreements Act), and compliance with procurement integrity laws, among numerous others.  Moreover, while errors in a contractor’s ORCA (and CCR) record are not unusual, contractors should be especially mindful of the automated population of certification responses generated by the business and financial information provided by the contractor.  For example, unlike many of the affirmative “check-the-box” certifications (where a user affirmatively checks the box next to the appropriate representation or certification), several certification options are established by default based upon the general business information inputted by the user.  This often results in the unintentional but affirmative misrepresentation of business size, where a large business is represented as a small business.

f.       Annex: State-by-State Licensing Matrix

 

A state-by-state matrix reflecting these issues is attached to the end of this paper.

 

II.                Regulation of Lien Rights

Accompanying this article is a matrix that addresses two key issues:  (1) May a lien be “bonded over” by a party interested in having the lien removed from the property? and (2) Does a State have an anti-advance lien waiver statute that prevents contractors or owners from requesting that lien rights be waived prior to payment?  These two issues greatly impact not only the ability to prevent liens from being filed, but also how such liens can be responded to if filed.

Generally speaking, most states appear to allow liens to be bonded over.[150]  However, the amount of the bonds required to be filed range from the claim amount,[151] to the amount demanded with interest at 8 percent plus $100[152], to an amount determined by the court,[153] to twice the amount claimed.[154]  Other States will determine the amount of the bond required based upon the amount of the claim.  For instance, Oregon requires a bond in the amount of 150 percent of the claim or $1,000, whichever is greater.[155]  Similarly, Texas requires a bond in the amount of 200 percent of the claim if the claim is under $40,000, but claims over $40,000 require a bond in the amount of 150 percent of the claim.

With regard to the advance lien waiver statutes, approximately 27 states have some form of anti-advance lien waiver statute in effect.  However, it should be noted that these statutes may be limited based upon the amount of the contract at issue or even the type of contract at issue.[156]  Such statutes appear to be justified on the theory that such contract provisions violate public policy.[157]

 


State-by-State Licensing Matrix Sample

Note: To access the full matrix, insert the program CD you received at the conference into your computer.  The CD should auto-launch.  If it doesn’t, open the CD and double click on the file “Double_Click_To_Begin.html”.  A Web Site will appear in your web browser software.  On the left hand side, click on Faculty, Articles, Slides.  Scroll down to the “Plenary 2” section and you will find the entire matrix.

 

State

Bonding Over Lien Permitted?

Time Restraints

Value of Bond

Required

Notice Requirements

Miscellaneous Issues

Anti-Advance Lien Waiver Statute?

Alabama

Yes

Upon notification by the court of the security transfer, lien claimant has ten days to challenge the sufficiency of the bond amount or the surety.  The court’s determination is final.[1]

 

Lien claimant must take action “within six months after the maturity of the entire indebtedness.”[2]

The value of the bond must equal the “amount demanded in such claim of lien plus interest thereon at eight percent per year for three years plus $100.00.”[3]

None

May recover attorney’s fees.[4]

No[5]

 


State-by-State Lien Matrix Sample

Note: To access the full matrix, insert the program CD you received at the conference into your computer.  The CD should auto-launch.  If it doesn’t, open the CD and double click on the file “Double_Click_To_Begin.html”.  A Web Site will appear in your web browser software.  On the left hand side, click on Faculty, Articles, Slides.  Scroll down to the “Plenary 2” section and you will find the entire matrix.

State

Bonding Over Lien Permitted?

Time Restraints

Value of Bond

Required

Notice Requirements

Miscellaneous Issues

Anti-Advance Lien Waiver Statute?

Alabama

Yes

Upon notification by the court of the security transfer, lien claimant has ten days to challenge the sufficiency of the bond amount or the surety.  The court’s determination is final.[6]

 

Lien claimant must take action “within six months after the maturity of the entire indebtedness.”[7]

The value of the bond must equal the “amount demanded in such claim of lien plus interest thereon at eight percent per year for three years plus $100.00.”[8]

None

May recover attorney’s fees.[9]

No[10]

 


 



[1] Ala. Code § 35-11-233(b)(2).

[2] Id. §§ 35-11-233(e) and 35-11-221.

[3] Id. § 35-11-233(b)(2).

[4] Id. § 35-11-233(c).

[5] Noland Co. v. Southern Dev. Co., Inc., 445 So. 2d 266, 270 (Ala. 1984).

[6] Ala. Code § 35-11-233(b)(2).

[7] Id. §§ 35-11-233(e) and 35-11-221.

[8] Id. § 35-11-233(b)(2).

[9] Id. § 35-11-233(c).

[10] Noland Co. v. Southern Dev. Co., Inc., 445 So. 2d 266, 270 (Ala. 1984).



[1] A State-by-State Guide to Construction and Design Law (Carl J. Circo & Christopher Little, eds., 2d ed. 2009) (referred to throughout this paper as the ABA Guide).

[2] See, e.g., id. at 50-51 (Arizona), 378-79 (Kansas), & 671 (Nevada, distinguishing registered professional land surveyors from registered professional mining engineers solely engaged in surveying for mining and milling purposes).

[3] See, e.g., id. at 553-54 (Minnesota).

[4] See infra, Section I.a.iv.

[5] ABA Guide, supra note 1, at 669-70.

[6] See, e.g., id. at 50 (noting that Arizona’s Board of Technical Registration, in addition to regulating architects and engineers, also exercises jurisdiction over assayers, certified remediation specialists, certain remediation firms, geologists, and home inspectors).

[7] See, e.g., Holloway v. State Bd. of Architects, 101 S.W.3d 805 (Ark 2003) (addressing whether an engineer engaged in the unauthorized practice of architecture by providing design services relating to a pre-engineered metal building, a significant portion of which consisted of office space).

[8] See ABA Guide, supra note 1, at 978 (Tennessee).

[9] See, e.g., id. 1114-15 (Wisconsin).

[10] See, e.g., id. at 239 (Georgia).

[11] See, e.g., id. at 4-6 (Alabama) & 278 (Hawaii).

[12] See, e.g., id. at 193 (D.C.), 239 (Georgia), 358-59 (Iowa), 398 (Kentucky) & 1040-41 (Vermont).

[13] See, e.g., id. at 359 (Iowa), 399 (Kentucky) & 1041 (Vermont),

[14] S.C. Code § 40-3-20(6) (West 2008). 

[15] S.C. Code § 40-22-20(23) (West 2008).  Some concluding portions of the section are omitted here because they do not define the practice of engineering but merely state that (1) the performance or supervision of work by a contractor, a foreman, or a superintendent is not engineering, and (2) one who practices any branch of engineering or who uses an engineering title or claims to be an engineer is engaged in the practice engineering.

[16] Tex. Occ. Code Ann. § 1051.001(7) (West 2009).

[17] Tex. Occ. Code Ann. § 1001.003(b) & (c) (West 2009).

[18] Neb. Rev. Stat. § 81-3449(13) (West 2009).

[19] See, e.g., ABA Guide, supra note 1, at 622 (Montana requires professional engineering applicants to provide references).

[20] See, e.g., id. at 70-73 (Arkansas) & 523-24 (Michigan).

[21] Id. at 30-31.

[22] Id. at 717.

[23] Rosen v. Bureau of Prof’l and Occupational Affairs, 763 A.2d 962, 965 (Pa. Commw. Ct. 2000).

[24] See ABA Guide, supra note 1, at 911 (commenting on building permitting practices in Rhode Island).

[25] See id. at 601-03.

[26] See id. at 4-7 (explaining that Alabama provides for business entity registration for architecture and engineering, but not for landscape architecture, although individual landscape architects may practice through a business entity if statutory conditions are satisfied).

[27] See id.

[28] In Louisiana, for example, an architect who is registered in another state may practice without a Louisiana license if a local architect accepts responsibility for the work.  Id. at 434.

[29] For example, both New Hampshire and North Dakota provide for temporary nonresident engineering permits.  Id. at 698 & 787.

[30] See id. at 434 (Louisiana) & 476 (Maryland).

[31] Connecticut, for example, permits waiver of the testing requirement for architects having 10 years’ experience and for engineers having 20 years’ experience.  Id. at 149-50.

[32] See id. at 176-77 (Delaware).

[33] See id. at 30,  670-71 (Nevada). 

[34] This requirement applies to registration of both architects and engineers by comity.  Id. at 30.

[35] Id. at 132 (Colorado), 669-71 (Nevada) & 803 (Ohio).

[36] See, e.g., id. at 339 (Indiana).

[37] See, e.g., id. at 378 (Kansas).

[38] Id. at 524.

[39] Id. at 131.

[40] Id. at 213.

[41] See, e.g., id. at 316 (Illinois) & 340-42 (Indiana)

[42] For example, in Colorado, practicing architecture without a license is a class six misdemeanor, and a second offense of practicing or offering to practice architecture without a license is a class six felony.  Id. at 131.  In Puerto Rico, a regulated professional who lends his or her name to another person to perform regulated services may be guilty of a fourth degree felony.  Id. at 897.

[43] See, e.g., Ark. Code Ann. § 17-15-311(c) (West 2009) (architectural fees); Mo. Rev. Stat. § 327.461 (West 2009) (architectural, engineering, and land surveying services); Ore. Rev. Stat. § 671.220(3) (architectural services).

[44] See, e.g, ABA Guide, supra note 1, at 554 (Minnesota), 717 (New Jersey) & 845 (engineering services, Oregon).

[45] See, e.g., id. at 70-75 (Arkansas) & 523-24 (Michigan).

[46] See, e.g., id. at 553-54 (Minnesota) & 601-03 (Missouri).

[47] For example, Alabama and Georgia, among other states, prohibit both the unauthorized practice of architecture and the use of the associated titles and designations.  Id. at 4 (Alabama) & 239 (Georgia).

[48] Id. at 399.

[49] See id. at 476-78.

[50] Id. at 497-98.

[51] Id. at 584.

[52] Massachusetts and Mississippi, for example, have particularly broad exceptions in this respect.  See id. at 585 (Mississippi) & 497-98 (Massachusetts).

[53] Id. at 75.

[54] Id. at 177.

[55] Id.

[56] Id. at 478.

[57] Id. at 845.

[58] Id. at 1115.

[59] Donald I. Schultz & James R. Belcher, Wyoming Construction and Design Law, in Aba Guide 1133, 1137.

[60] In this section of the paper, the term “States” is defined to also include the District of Columbia and Puerto Rico.

[61] These States appear to be Alabama, Alaska, Arizona, Arkansas, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Mississippi, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Oregon, Rhode Island, South Carolina, Tennessee, Utah, Virginia, Washington, and West Virginia.

[62] See, e.g., Colorado, Indiana (generally delegating the regulation of general contractors, electrical contractors, and HVAC contractors to local authorities, but imposing State regulations on plumbers and water well drillers), Maine (imposing licensure requirements on electricians and plumbers), New York (allowing cities to issue licensing requirements for electricians and plumbers), and Wyoming.

[63] See, e.g., District of Columbia (Though every business is required to have a basic business license, certain trades (e.g., asbestos abatement, hazardous waste management, and home improvement) are required to have an additional endorsement.), Illinois (imposing licensing requirements on plumbers, water well and pump installation contractors, irrigation contractors, roofing contractors, and land surveyors), Kentucky, Michigan, Minnesota, Missouri (placing requirements on plumbers operating in cities/counties of a certain size),  New Hampshire, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, Puerto Rico (requiring licenses for developers of large dwelling projects), South Dakota, Texas, Vermont, Wisconsin, and Wyoming.

[64] Ga. Code Ann. § 43-41-2(4).

[65] Id.

[66] See, e.g., Idaho (Idaho Code § 54-5205 (stating that the contractor licensing chapter shall not “require such persons otherwise licensed, registered or regulated to obtain such registration as required by this chapter, so long as such person is not acting with the intent to evade this chapter”)), Louisiana (La. Rev. Stat. Ann. § 37:2150.1(4)(b) (“The term ‘contractor’ includes general contractors, subcontractors, architects and engineers who receive an additional fee for the employment or direction of labor, or any other work beyond the normal architectural and engineering services.”) (emphasis added)), and South Carolina (S.C. Code Ann. § 40-11-320(B) (“An architect or engineer licensed in South Carolina who is monitoring the execution of design plans or who is performing as an on-site representative for construction quality control or quality assurance, or both, for a project owner is not a construction manager for the purposes of this section.”)).

[67] Ark. Code Ann. § 17-25-101(1) and (2) (emphasis added).

[68] Ariz. Rev. Stat. Ann. § 32-1121(14) (applying in limited situations).

[69] Idaho Code Ann. § 54-5205(2)(f); N.D. Cent. Code § 43-07-02.

[70] La. Rev. Stat. Ann. § 37:2150.1(4)(a).

[71] Miss. Code Ann. § 31-3-1 (private projects only).

[72] Alaska Stat. § 08.18.161.

[73] Ariz. Rev. Stat. § 32-1121(A)(5).

[74] Id.

[75] Id. § 32-1121(A)(6).

[76] Id.

[77] See, e.g., Alabama (Ala. Code § 3487) (requiring three references from licensed general contractors, registered professional engineers, or registered architects for whom the applicant has done work); Arizona (requiring a minimum of four years practical or management trade experience (at least two in the prior 10 years) that deal specifically with the type of license being sought, but allowing technical training to substitute for up to two years of the experience required); Arkansas (Ark. Code Ann. § 17-25-305); but see California (Cal. Bus. & Prof. Code § 7065.1 (allowing the licensing board to waive the examination requirement if the contractor demonstrates certain levels of experience).

[78] See, e.g., Georgia (Ga. Code Ann. §§ 14-2-1501 & 1507 (corporations), 14-8-45 & 46 (LLPs), 14-9-902 & 902.1 (LPs), and 14-11-702 & 703 (LLCs)).

[79] See, e.g., Nebraska (Neb. Rev. Stat. § 77-3102); Oklahoma (Okla. Stat. tit. 68, §§ 1701-1707.

[80] See, e.g., Alabama (Ala. Admin. Code r. 230-X-1-.06) and South Carolina (S.C. Code Ann. § 40-11-330).

[81] Alaska Stat. § 08.18.011(a) (requiring the name of the registered partner or joint venturer to appear in the name under which the partnership or joint venture does business).

[82] Ariz. Rev. Stat. Ann. § 32-1127.

[83] Cal. Bus. & Prof. Code  § 7029.

[84] Id.

[85] Id. at § 7029.1(a).

[86] Karen Estelle Carey, Kenneth R. Michael, & Rachel E. Daly, North Carolina Construction and Design Law, in ABA Guide 763, 769 (citing Hawkins v. Holland, 97 N.C. App. 291, 388 S.E.2d 221 (1990)).

[87] 21 N.C. Admin. Code. 12.0205.

[88] Eric A. Grasberger, Oregon Construction and Design Law, in ABA Guide 837, 845 (citing Or. Admin. R. 812-003-0100(3)).

[89] S.C. Code Ann. § 40-11-290.

[90] See, e.g., South Carolina Contractors’ Licensing Board, Waiver Agreements, available at http://www.llr.state.sc.us/POL/Contractors/PDF%20files/CLB%20Reciprocity.pdf (identifying various waiver agreements with Alabama, Georgia, Louisiana, Mississippi, North Carolina, Pennsylvania, Tennessee, Texas, and Utah). 

[91] Emerson L. Dorsey, Jr., Maryland Construction and Design Law, in ABA Guide 473, 479 (citing Md. Code Ann. § 17-602).

[92] See, e.g., Arizona Registrar of Contractors, License Reciprocity, http://www.azroc.gov/l_rep.html; CA.gov, Reciprocity, http://www.cslb.ca.gov/Journeymen/JourneymenReciprocity.asp; Utah Div. of Occupational and Professional Licensing, Utah Contractor Reciprocity (Endorsement) Cross Reference Information, http://www.dopl.utah.gov/licensing/contractor_reciprocate.html; Nevada State Contractors’ Board, Contractor’s License Application Exam Reciprocity Information, available at http://www.nvcontractorsboard.com/ Contractor_info/reciprocity.pdf.

[93] Such States include, but may not be limited to:  Alabama, Alaska, Arizona, Arkansas, California, Connecticut, Georgia, Maryland, Mississippi, New Jersey, and North Dakota.

[94] Such States include, but may not be limited to:  Alabama, Arizona, Mississippi, North Carolina, South Carolina, and Utah.

[95] Such States include, but may not be limited to:  Alaska, Arizona, Arkansas, California, Florida, Georgia, Hawaii, and Oregon.

[96] Such States include, but may not be limited to:  Georgia, Idaho, Oregon, and Utah.

[97] James H. Landgraf & Gina M. Zippilli, New Jersey Construction and Design Law, in ABA Guide 713, 717.

[98] Such States include, but may not be limited to, Arizona and California.

[99] Janet E. Jackim & Bruce B. May, Arizona Construction and Design Law, in ABA Guide 45, 51 (citing Arizona Commercial Diving Servs., Inc. v. Applied Diving Servs. Inc., 212 Ariz. 208, 129 P.3d 497 (2006)).

[100] Eric A. Grasberger, Oregon Construction and Design Law, in ABA Guide 837, 846.

[101] Ga. Code Ann. § 43-41-12.

[102] Idaho Code § 54-5208.

[103] Md. Code Ann. § 17-2106.

[104] See, e.g., ABA Guide, supra note 1, at 211 (Florida), 799 (Ohio) & 847 (Oregon).

[105] See, e.g., id. at 211 (Florida).

[106] See, e.g., id. at 233 (Georgia) & 847 (Oregon).

[107] See id. at 426 (in Louisiana, an architect acting as a design-builder must be licensed as a contractor) & 765 (indicating that a design-builder in North Carolina must be licensed as a general contractor, but that licensed general contractors, professional engineers, and architects all may participate in a design-build project).

[108] The Design/Build Deskbook (John R. Heisse, II & James S. Schenck, IV eds., 3rd ed. 2004).  We are advised that the fourth edition of the Deskbook will be published soon.

[109] Ca. Bus. & Prof. Code, § 7065.

[110] Id.

[111] Id.

[112] See, e.g., id., § 7068(c) (defining responsible managing employee as “an individual who is a bona fide employee of the applicant and is actively engaged in the classification of work for which that responsible managing employee is the qualifying person on behalf of the applicant.”); also § 7068.2 (providing, inter alia, that licensee must replace qualifying individual within 90 days of disassociation).

[113] Id., § 7090.

[114] Id., § 7028.7.

[115] Id., § 7028(a).

[116] Id., § 7031(b).

[117] 309 U.S. 94 (1940).

[118] Id. at 95-99.

[119] Id. at 97 n. 1 (“The Congress shall have Power ... To exercise exclusive Legislation ... over all Places purchased by the consent of the State in which the Same shall be, for the Erection of Forts, Magazines, Arsenals, dock-Yards, and other needful Buildings[.]”).

[120] Id. at 99.

[121] Id. at 99, 103.

[122] Id. at 100.

[123] Id.

[124] 352 U.S. 187 (1956).

[125] Id. at 190.

[126] Id. at 188.

[127] Id. at 188.

[128] Id. at 188.

[129] Id. at 189.

[130] Id. at 189-90.

[131] Id. at 190.

[132] Id. at 190.

[133] 485 P.2d 547 (Ariz. 1971).

[134] Id. at 547.

[135] 649 S.W.2d 830 (Ark. 1983).

[136] Id. at 832.

[137] Id. at 832.  See also Gartrell Construction Inc. v. Aubry, 940 F.2d 437 (9th Cir. 1991) (affirming district court’s injunction against State of California’s assessment of civil penalties against contractor on federal construction project for failure to obtain state contractor’s license).

[138] Of course, the government’s procuring officials (i.e., the various contracting officers) may require, as a condition of responsibility, a prospective contractor to have or acquire a particular license or permit, including a state contractor’s license.  Absent a specific requirement in the solicitation or invitation for bids, however, a state contractor’s license is not a mandatory requirement of federal government contracting.

[139] See 48 C.F.R. (“FAR”) 52.236-7.

[140] FAR 36.609-4.

[141] FAR 52.236-25.

[142] See FAR 4.1102.  Access to the CCR is available at www.ccr.gov. 

[143] FAR 52.204.7(f).

[144] Id.

[145] Id.

[146] For more information about the CCR registration process, consult the Central Contractor Registration User’s Guide, available at www.ccr.gov/doc/CCRUsersGuide.pdf. 

[147] Access to ORCA is available at www.orca.bpn.gov.

[148] FAR 4.1201(b).

[149] FAR 52.204-8(c).

[150] The only states that do not appear to allow liens to be bonded over include Illinois, Mississippi, and Missouri.

[151] See, e.g., Delaware (Del. Code Ann. tit. 25, § 2729(c)); Iowa (Iowa Code § 572.15); Massachusetts (Mass. Gen. Laws. ch. 254, § 14).

[152] Alabama (Ala. Code § 35-11-233(b)).

[153] Maryland (Md. Rule 12-307).

[154] Michigan (Mich. Comp. Laws § 570.1116(1)).

[155] Or. Rev. Stat. § 87.076(1).

[156] See, e.g., Pennsylvania (49 Pa. Stat. Ann. § 1401).

[157] See e.g., Alexandra R. Cole & Brian T. Sheedy, Illinois Construction and Design Law, in Guide to Construction & Design Law 407, 430 (2009); Robert P. Burns & Joshua A. Pollak, Kansas Construction and Design Law, in Guide to Construction & Design Law 491, 506 (2009) (citing the Kansas Fairness in Private Construction Contract Act); Emerson L. Dorsey, Jr., Maryland Construction and Design Law, in Guide to Construction & Design Law 619, 638 (2009); and Danielle M. Graceffa, Michigan Construction and Design Law, in Guide to Construction & Design Law 679, 708 (2009) (citing Mich. Comp. Laws. § 570.1115(1)).