Manage Lien Waivers by Draw Fields for Subcontractors

Organization Information

Name

Shows the Sub-Tier name.

Contract Number

Shows the subcontract number or purchase order number.

Subcontract of

Shows the name of the 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.

Sub-tiers are marked as Included in Draw if their parent is included in the draw, and the child has been included in a draw and doesn't have a final UCLW recorded. If a Due on Site date is entered, then the Sub-Tier is automatically included only if the Due on Site date is before the draw's Period to Date, and there are no final Lien Waivers recorded.

Lien Waiver Amount

Shows 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 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, Requested|Upload: Select the link to submit the organization's lien waiver. Only PDF files can be attached to the draw. See Uploading Lien Waivers for complete step-by-step instructions. Lien Waivers can be uploaded for Lien Waiver Only Sub-Tiers (LW Sub) and Manual Subcontractors and Sub-Tier Subcontractors (Manual).
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.

Approval

Indicates a Prime Subcontractor Approval status; use the drop-down field in each row to record lien waiver status for an organization

Final—A final lien waiver was received and approved.
N/A—A lien waiver is not necessary.
Not Received—A lien waiver has been requested, but has not been submitted.
Progress—A partial lien waiver was received and approved.
Reject—The submitted lien waiver is not approved. The system sends a notification to the Sub-Tier about the rejection and the status changes to Not Received when a user chooses Saves Changes.
Resubmit—An uploaded lien waiver was rejected, and a new one has not been received.
Unapproved—A lien waiver has been uploaded, but has not been approved.

GC Approval

Indicates the General Contractor's approval status. Select the icon in the column header to view a legend of hold statuses.

Green means the lien waiver has been received and no holds are applied.
Yellow means the lien waiver has not been received.
Orange means the General Contractor may apply a hold.
Red means the organization has been placed on hold.
Gray means the organization is not included in the draw.

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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