Sub-Tier Management Workflow

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.

  1. Add a Sub-Tier.

    Use the Add Sub-Tier page to add a Sub-Tier to a project.

  2. 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.

  3. 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: A Sub-Tier cannot be included 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.

  4. (Optional) Upload a lien waiver.

    From the View LW column on the Manage Lien Waivers page, select the Upload link. If a lien waiver is uploaded for an LW Sub, the organization cannot sign a lien waiver on-system for the current draw unless you reject or delete the lien waiver document.

  5. Update lien waiver status.

    From the drop-down in the GC Approval column on the Manage Lien Waivers page, select a completion status.

  6. Apply lien waiver payment holds.

    You select payment hold settings when you set up a project. Select the Apply Holds button on the Manage Lien Waivers page to apply lien waiver holds based on project settings.