Manage Lien Waivers by Draw Fields for General Contractors

Organization Information

Name

Shows the Subcontractor or Sub-Tier name.

Contract Number

Shows the subcontract number or purchase order number.

Subcontract of

Shows the name of the General Contractor or Prime Subcontractor with whom the organization has a contract.

Organization Type

Shows the role the organization plays on the project.

Description

Shows the description of the subcontract.

Manage Lien Waivers by Draw Table Fields

Draw (Draw End Date)

Shows the draw number, including the draw end date in parentheses.

Included in Draw

Indicates whether the organization is included in the draw.

On-System: The check box is not interactive.
Manual and LW Subs: Use the check box to add the organization to the draw.

When Sub-Tiers are already included in the draw, their check box is grayed out in this column.

Note: To automatically include Lien Waiver Only (LW Sub) and Manual (Manual Sub) Sub-Tiers in a draw each time you invite their parent organization, you can turn on the Include all lien waiver only and manual sub-tiers in draw if their on-system parent is included in a draw project setting. This setting is turned on by default.

See Draw Settings for information on this and several other draw-related project settings.

Lien Waiver Amount

Shows the amount of the lien waiver.

On-System: The field is not interactive. When the organization submits a pay application, the lien waiver amount automatically populates the field.
LW Sub: The field is populated automatically when a Lien Waiver Only Sub-Tier (LW Sub) submits the lien waiver on the system.
If you choose to upload a lien wavier for an LW Sub, use this field to record the amount of an uploaded lien waiver.
Manual: Use this field to record the amount of the lien waiver.

Conditional Lien Waiver (CLW) Section

This section of the table shows status columns for conditional lien waivers.

Request CLW

Use the check box to request a conditional lien waiver from Manual and Lien Waiver Only Sub-Tiers.

View CLW

Indicates if a lien waiver is available.

Final: The last expected lien waiver from an organization is available. Select the link to download the lien waiver.
None: A lien waiver is not available.
Progress: A lien waiver is available. Select the link to download the lien waiver. Lien Waiver signatures for on-system organizations are not included until after funds are disbursed.
Upload: Select the link to submit a file to act as the Sub-Tier lien waiver. Only PDF files can be attached to the draw.
Requested|Upload: You requested a lien waiver from a Lien Waiver Only Sub-Tier (LW Sub). Though you requested the lien waiver, you can still use the Upload link to submit the Sub-Tier lien waiver. Only PDF files can be attached to the draw.
View: An uploaded lien waiver is available. Select the link to download the lien waiver.

Comment

Shows either a speech bubble icon or, when available, a comment added to the lien waiver by another member in your organization. Select the icon to add a comment about the lien waiver. Select a comment to view the full text in a dialog box. This comment is included in a rejection email sent to the organization being rejected.

Alert

An icon in this column indicates additions or edits to the lien waiver. Select the icon to see notes on changes.

GC Approval

Indicates the General Contractor's approval status. Select the icon in the column header to view a legend of hold statuses. Use the drop-down field in each row to record a lien waiver status for an organization.

Unconditional Lien Waiver

This section of the table shows unconditional lien waivers. The columns are the same ones used for Conditional Lien Waivers.

Release Date

Shows the date lien waivers were released.

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