Managing Sub-Tier Lien Waivers

The Lien Waiver Sub-Tier process consists of four steps:

1. Search for or invite a Sub-Tier Contractor or supplier to Textura.
2. Add the Sub-Tier to the project.
3. Electronically request Lien Waivers from your Sub-Tiers.
4. Approve the Lien Waivers to be automatically sent to the General Contractor.

If the search yields no results, click Invite Subcontractor in the Organizations menu. 

Click the Invite New Organization link. 

Fill in the organization's business and contact information. Clicking Save triggers an email to the organization's contact person, inviting them to set up a Textura account.

Next, add the Sub-Tier to the project. This can be done in two ways. 

The first is when submitting an invoice for a draw. If the General Contractor requires you to report Sub-Tier contract and payment amounts, you will be prompted to record your Sub-Tiers during the Enter Billing Details workflow.

On the Record Sub-Tier step, click Add New Sub-Tier. To add a new Lien Waiver Sub-Tier, search for and select the Sub-Tier you found or invited earlier. Confirm the information that populates the form is correct and click Save.

If you have Sub-Tiers who do not want to be registered with Textura or who are not required to sign their Lien Waivers electronically by the General Contractor, you can add them to a project as manual Sub-Tiers.

To add a manual Sub-Tier, type the name of the organization and its associated information directly into the form.

Once you've typed the full organization name, click Save. Complete the required fields. When you're finished adding all of your Sub-Tiers, click Save and Continue and proceed with completing your billing.

The second method of adding a Sub-Tier is to use the Manage Lien Waivers page.

On the Project Home page, click the Compliance menu and select Manage Lien Waivers. The Manage Lien Waivers page displays all of your Sub-Tiers, along with their contract type and the services they provide.

Use the dropdown to view and edit Sub-Tiers for a different draw. A blue banner at the top of the page displays any project payment holds that exist due to Lien Waiver non-compliance.

Use the Attachments link to upload invoice attachments for the draw. Then click the Invite New Subcontractor link to start the Invite Subcontractor process. To add a new Sub-Tier, click the   icon. At the prompt, click Leave This Page.

In the Name field, type the name of the Sub-Tier you want to add and select the correct organization. The organization type initially displays as Manual Contractor. If you link a company from the search results, the type will later change to Lien Waiver Sub-Tier. Type the service the Sub-Tier provides and click Save.

Next, confirm that you're in the correct draw number, and then click the Included In Draw checkbox for the appropriate Sub-Tiers.

A conditional and/or unconditional Lien Waiver will need to be collected from the Sub-Tier. Then click Save Changes.

Next, type a Lien Waiver amount for each Sub-Tier included in the draw. The Lien Waiver amount should be approximately the same as the Sub-Tier payment.

Click the respective Request Lien Waiver checkbox for the Lien Waiver type: conditional, unconditional, or both. You must contact your manual Sub-Tiers and request their Lien Waivers from outside of Textura. Then, click Save Changes.

The Lien Waiver Sub-Tier receives an email requesting they sign the Lien Waiver, which is generated by Textura. Clicking the link will take them to the Sign Sub-Tier Document page. The page displays information about the Lien Waiver and the amount you specified on the Lien Waiver request.

The Sub-Tier can override the specified amount and enter the exact amount. If applicable, they can also type in an amount for extra work. They'll select a Lien Waiver version (progress or final), and then click Sign Document. Then they'll be taken to DocuSign to electronically apply their signature.

After your Sub-Tiers sign their Lien Waivers, you'll receive an email and a task on the Project Home, directing you back to the Manage Lien Waivers page. The page is now updated to display the amount the Sub-Tier signed for. Additionally, the status of the Lien Waiver is updated to Unapproved.

Click on the link to view the signed document. For your manual Sub-Tiers, scan and upload the signed Lien Waiver they provide to you.

Finally, in the Approval column, denote the approval status of each Lien Waiver. A rejected Lien Waiver is automatically sent back to the Sub-Tier. Click Save Changes.

After you apply your approval, the Lien Waivers are sent to the General Contractor for final approval.

If the Lien Waiver is rejected, you will receive an email notification.

The Sub-Tier will also receive an email asking them to resign their waiver.

On the Manage Lien Waivers page, you will see the status change for the Sub-Tier Lien Waiver. After the Sub-Tier re-signs it, you will receive an email and task on the Project Home page to approve it.

For a manual Sub-Tier, collect a new physical Lien Waiver from your Sub-Tier and click the View link to upload it.

Delete the previously uploaded waiver, and then proceed with uploading the new one.

Click Save Changes. The revised waivers will be sent to the General Contractor for approval.