Lien Waiver Management

As a General Contractor on the Oracle Textura Payment Management (TPM) application, you will track the lien waiver compliance of your Subcontractors and their Sub-Tiers as a part of your draw process.

Users with Create Projects permissions will choose lien waiver documents when setting up a project, either from the Project Settings page or by creating a document set. Lien waiver compliance updates automatically for on-system Subcontractors and those Subcontractors can view their own lien waiver status and, if applicable, the status of their Sub-Tiers.

Subcontractors will sign their unconditional lien waiver as a part of their billing workflow. At this time, the application strips the document of its electronic signature and securely holds it until the disbursing organization releases funds. Lien Waiver Only Sub-Tiers (LW Subs) and Manual Sub-Tiers (Manual Subs), do not invoice through TPM so the process for receiving and approving lien waiver documents differs. Their signatures are available immediately at the time of signing or uploading.

This guide will walk you through the workflow for managing the lien waivers of a Subcontractor's sub-tiers while explaining how lien waiver compliance works in the application.

High-Level Overview

A Sub-Tier Contractor or Supplier provides additional labor or supplies for a Subcontractor. If you want to invite a Lien Waiver Only Sub-Tier (LW Sub) to a project, that organization must have an account on the system. If the organization does not have an account, add the organization through the Invite Organization page. Manual Subcontractors do not have an account on the application.

Initiate a draw.
When opening a draw period, you will need to include the Subcontractor organization for whom the Sub-Tier will provide work.
Add a Sub-Tier if the Subcontractor has not already added one.
You can use the Add Sub-Tier page to add a Sub-Tier to a project. When you add Sub-Tiers for Subcontractors, the Subcontractor becomes a Prime Subcontractor.
The Prime Subcontractor includes Sub-Tiers while billing.
During the invoicing process, the Prime Subcontractor can use the Record Sub-Tiers tab to add Supplier information and specify current payments due to Sub-Tiers. Any Sub-Tier organizations added by the Prime Subcontractor on the Manage Lien Waivers page will automatically populate the Record Sub-Tiers tab.

As a General Contractor, you can add a Sub-Tier to a draw from the Manage Lien Waivers page. You can also choose to include Sub-tiers by default when you invite a Prime Subcontractor to a draw if you use 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 more information on this and other draw-related project settings.
Request lien waivers for a draw.
Once Sub-Tiers are added to the project and draw, request lien waivers as part of a draw from the Manage Lien Waivers page. A General Contractor must include the Sub-Tier or Subcontractor in a draw before requesting a lien waiver.

Note: You cannot include a Sub-Tier in a draw without its Prime Subcontractor.

See Initiate Draw for information on inviting Subcontractor organizations to a draw.

Once the Prime Subcontractor organization approves or forwards the lien waiver, the status appears on the Manage Lien Waivers page.
Optional. Upload a lien waiver.
When Sub-Tiers need a lien waiver uploaded to the application, the Prime Subcontractor or your General Contractor organization can upload one. You can upload lien waiver documents for both LW and Manual Subs. If you upload a lien waiver for an LW Sub, that LW Sub cannot sign a lien waiver on-system for the current draw unless you reject or delete the lien waiver document.
Update lien waiver status.
From the drop-down in the GC Approval column on the Manage Lien Waivers page, select a completion status.
Apply lien waiver payment holds.
Users with the Create Projects user permission will select payment hold settings when setting up or updating a project. Select the Apply Holds button on the Manage Lien Waivers page to apply lien waiver holds based on these settings.

FAQs

I uploaded a lien waiver for a Sub-Tier so why are they still out of compliance?
How do I include a Sub-Tier in a draw?
If your project uses the Include all lien waiver only and manual sub-tiers in draw if their on-system parent is included in a draw, the application will automatically add the Sub-Tier to a draw period when you invite their Prime Subcontractor.

When you do not use this setting, you can add a Sub-Tier from either the Manage Lien Waivers or Manage Lien Waivers by Draw page. Sub-Tiers display in the table, nested under their Prime Subcontractors. Select the check box in the Included in Draw column for the Sub-Tier you want to include in the billing period. You can also select the check box in the Request Lien Waiver column for an LW Sub if you want the Sub-Tier to sign their lien waiver through the application.

High-Level Overview

FAQs

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