Manage Lien Waivers Fields Overview for Subcontractors

Organization

Shows the Subcontractor or Sub-Tier name. Each Subcontractor name includes a + (plus symbol). Select the + (plus symbol) to see a menu with links to add a Sub-Tier, edit a Sub-Tier, and manage lien waivers across all draws for a single organization.

Need the Sub-Tier on system? If an organization must sign lien waivers on the system, the organization must be invited. See Managing Sub-Tier Contractors and Suppliers for more details.

Some General Contractors will populate this list based on the Preliminary Notices that they receive.

SC Number

Stands for Subcontract Number. This column displays the subcontract number or purchase order number. Select the contract number to see the Contract Status page.

Org Type

Shows the role the organization plays on the project.

On-Sys—An organization with an account
- Submits invoices and lien waivers on-system
- Receives payment through the system
LW Sub—An organization with an account that only uses the system to sign lien waivers
- Submits lien waivers on-system
- Submits invoices outside of the system
- Receives payment outside of the system
Manual—An organization without an account on the system
- Submits invoices and lien waivers outside of the system
- Receives payment outside of the system

Description

Shows the description of the subcontract.

Notice Date

Displays the date the General Contractor recorded a Pre-Lien Notice from the Subcontractor.

Notice Amount

Shows the amount of the Pre-Lien notice.

Final Waiver

Displays the Period to Date for the draw the General Contractor marked as Final for the organization.

Included in Draw

Indicates whether the organization is included in the draw. The availability of the check box in this column depends upon the organization type.

On-System: The check box is not interactive.
Manual & Lien Waiver Subs: Use the check box to add the organization to the draw.

Lien Waiver Amount

Shows the amount of the lien waiver.

On-System: The field is not interactive. The amount is populated when the organization submits a pay application.
Manual & Lien Waiver Subs:Use the field to record the amount of an uploaded lien waiver; it is populated automatically when a Lien Waiver Only Sub-Tier submits the lien waiver on the system.

Conditional Lien Waiver (CLW) section

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; choose the link to download the lien waiver.
- None—A lien waiver is not available.
- Progress—A lien waiver is available; choose the link to download the lien waiver.
- Upload or Requested|Upload—Use this 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 Subs) and Manual Sub-Tier Subcontractors (Manual).
- View—An uploaded lien waiver is available; choose the link to download the lien waiver.

Unconditional Lien Waiver section

This section of the table shows unconditional lien waivers. The columns in this section are the same ones which display in the CLW section.

Comment

Choose the icon to add notes about the lien waiver. 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; choose 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 a Sub-Tier 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 Saves Changes.
Resubmit—An uploaded lien waiver was rejected, and a new one has not been received

GC Approval

Indicates the General Contractor's approval status; choose the icon to see the legend for hold statuses. Hold status is indicated by the color of the field.

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 Sub-Tier has been placed on hold.
Gray means the Sub-Tier is not included in the draw.
Note: Prime Subcontractors must approve LW Only Sub-Tier lien waivers signed on-system before the General Contractor can choose an approval status.

Release Date

Shows the date a lien waivers were released.

Total of Payments to Prime Subcontractors

Shows the total amount paid to the Prime Subcontractor.

Total of Payments to Sub-Tier Subcontractors

Shows the total amount paid to Sub-Tier Subcontractors and Suppliers on the project.

Next: Uploading Lien Waivers