Requesting Lien Waivers
Note: You may need to manually choose to include Lien Waiver Only (LW Sub) and Manual (Manual Sub) Sub-Tiers in a period if you turned off the Include all lien waiver only and manual sub-tiers in draw if their on-system parent is included in a draw project setting.
See Draw Settings for information on this and several other draw-related project settings.
To request a lien waiver from the Manage Lien Waivers page:
- Navigate to the Manage Lien Waivers Page
The system generates the Manage Lien Waivers task when at least one lien waiver needs to be approved.
- Tasks
- Choose Manage Lien Waiver - Draw <#> (Sub-Tier: <Sub-Tier name>) from the Tasks icon drop-down at the top of the page.
- Use the Manage Lien Waiver - Draw <#> (Sub-Tier: <Sub-Tier name>) link on the Tasks page.
- Home Pages
- From the Compliance section at the top of the Tasks tab, select the Manage Lien Waivers - <Draw> - <Organization Name> link. The Compliance section will include a link for each organization with a current lien waiver tracking hold. Select a link to navigate to the Manage Lien Waivers page for the draw in which the Sub-Tier is out of lien waiver compliance.
- From the Payment/Lien Waivers section of the Draw Home page, use the Draw <#> (<Sub-Tier: Sub-Tier Name>) link.
- Menus
From the Compliance Menu at the top of the Project Home or Draw Home pages, choose Manage Lien Waivers.
- Tasks
- From the Request LW (Request Lien Waiver) column, select an organization. There is a column for both conditional and unconditional lien waivers.
Either:
- Use check boxes in each row to select a lien waiver from the organization listed in the row.
- Use the Select All check box under the Request LW column heading to request a lien waiver from all applicable Sub-Tiers and Subcontractors.
Note: You can request lien waivers for both LW Subs and Subcontractors who may not have submitted this documentation previously because they were paid by manual check or had a negative invoice.
- Select the Save Changes button.
- A Success! Your data was saved message appears at the top of the page.
- The word Requested displays in the View Lien Waiver column.
- The Prime Subcontractor receives an email when a Sub-Tier organization signs a lien waiver.
- A Manage Lien Waivers for Draw link displays on the Subcontractor's Tasks and Project Home pages.
- The Prime Subcontractor can approve, reject, comment on, or forward the lien waiver.
Last Published Wednesday, August 7, 2024