Managing Sub-Tier Contractors and Suppliers

Watch the Managing Sub-Tier Lien Waivers Subcontractor Video

As a Subcontractor, you become a Prime Subcontractor when you manage Sub-Tier Subcontractors and Suppliers Sub-Tiers provide additional labor or supplies for the Prime Subcontractor organization.

A Sub-Tier’s organization type depends on how it uses Textura and determines how you track its lien waivers. Projects can include three types:

On-System Sub-Tiers

On-System Sub-Tiers accept project participation and complete billing activities in Textura.

They use Textura to:

Accept assigned subcontracts to confirm project participation.
Submit invoices during a defined draw period.
Sign AIA documents and lien waivers when submitting invoices.
Submit compliance documents.
Receive ACH payments.
Notes:
- Lien waiver signatures remain hidden from the General Contractor until the disbursing organization releases funds.
- Sixty percent of California General Contractors using Textura have tracked On-System Sub-Tiers.

Lien Waiver Only Sub-Tier (LW Sub)

Lien Waiver Only Sub-Tiers have Textura accounts to sign lien waivers, but they do not submit or track their billing in Textura.

Lien Waiver Only Sub-Tiers:

Submit invoices and billing information outside Textura.
Receive prompts to sign lien waivers in Textura.
Receive payment outside Textura from you or the General Contractor.
Note: You can see lien waiver signatures immediately. After you approve a waiver, the General Contractor receives an approval task and can see the Sub-Tier’s signature during approval.

Manual Sub-Tiers

Manual Sub-Tiers do not use Textura. As the Prime Subcontractor, you record their payments and supplies during billing.

Manual Sub-Tiers:

Do not have Textura accounts.
Are listed in Textura for tracking purposes.
Provide signed lien waivers outside Textura. You or the General Contractor upload them for tracking.

Receive payment by check outside Textura from your organization or the General Contractor.

Managing a Sub-Tier on TPM

Use the system to track lien waivers and manage On-System Sub-Tiers.

Add Sub-Tier to a Project
- Use the Record Sub-Tiers tab of your Billing Workflow to add a Lien Waiver Only Sub-Tier (LW Sub) to a project.
- Use the Add Sub-Tier page to add either a Manual Subcontractor (Manual Sub) or LW Sub to a project.
  Note: A Lien Waiver Only Sub-Tier must have an account before users can sign a lien waiver through the system. Use the Invite Organization link on the Manage Lien Waivers page. You can also use the Add Sub-Tier page.
  
  See Adding a Manual Contractor for directions.
Request Sub-Tier Lien Waiver
Use the Manage Lien Waivers page to ask for Sub-Tier unconditional lien waivers.

Note: The Prime Subcontractor must include a Sub-Tier in a draw before requesting a lien waiver.
Optional. Upload Manual Lien Waiver
Use the Manage Lien Waivers page to upload a Manual or Lien Waiver Only Sub-Tier's (LW Sub) lien waiver.

Note: Once uploaded, an LW Sub cannot sign the lien waiver on system for the current draw.
Update Lien Waiver Status
Use the Manage Lien Waivers page to approve or reject lien waivers. You can also comment on and/or forward the lien waivers from this screen.

Once Sub-Tier lien waivers are approved or forwarded, the General Contractor reviews and approves or rejects them.

Next Topic: Add Sub-Tier for Subcontractors