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If the prelim information sheet shows NA for lender do I send Prelim Notice to General Contractor Bond Surety?

CaliforniaPreliminary Notice

I am looking for detailed information about who I should be sending Prelim Notices too.

1 reply

Jun 7, 2019
Good question. Because you mentioned a surety, I'll start with information relating to preliminary notice on California public construction projects. Then, I'll discuss private projects.

Public Projects
On California public projects, preliminary notice must be sent to the prime contractor and the public agency who owns the project. Though, it's generally good practice to send notice to the surety as well. Plus, when hired by someone other than the project's prime contractor, sending notice to your direct customer could have benefits too - though it's not required.

Private Projects
For private projects in California, preliminary notice must be sent to the property owner, the prime contractor, and the construction lender, if one is present. For prime contractors hired directly by the property owner, preliminary notice must be sent to the lender if one is present on the job - but otherwise, if no lender is present, no notice is required.

Hope this was helpful! If you have other questions regarding California's preliminary notice requirements, these resources will be helpful:
(1) About California Preliminary 20-Day Notices | Levelset (2) Ultimate Guide to California's 20-Day Preliminary Notice
(3) California Lien and Notice Overview, FAQs, and Statutes.
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