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Module 7

1. Entire Project Track Requirement Name Enforcement Expiration First Second Delete Certificate of Insurance Withhold Payments D Certificate of Bond vithhold Payments zi Signed Contract Withhold Payments sl 7 H ch b pP E 2 Select the method of Enforcement Advise Only the system notifies the Contracting Organization that a Subcontractor s Legal Document needs to be updated payment is not held Withhold Payments first tier Subcontractor payments are held until the Contracting Organization has updated their Legal Document Status to Current see Compliance The Contracting Organization retains the option to override any payment hold Expiration Notices days in advance Track Requirement Name Enforcement Expiration First Second Delete Certificate of Insurance Withhold Payments f EI EE EE EATEN ents Ade Heng reme rit Dele fe 6 ected et ee AKWMANMI Kal bes 5 eR Textura User Manual 2008 8 Textura Corporation Confidential Textura Construction Payment Management Module 8 Disbursement 3 Click Track Expiration to monitor the expiration of Subcontractor Legal Documents A notice of legal document expiration is automatically sent to the Compliance Manager 60 days prior to expiration a Two additional notification periods can be designated Type the number of
2. Shannon McNair Harvard Surtaces Construction Payment Management Legal Documents Need Update The following documents for Harvard Surfaces as required by Bluff Lake Builders for the project Bluff Lake Towers are missing invalid not current or about to expire Plaase submit the necessary documentation to Bluff Lake Builders to ensure your ability to be paid a Signed Contract has never been provided e Certificate of Insurance has never been provided e Ceanficate of Bond has never been provided When your review of these documents is complete Click here to review and submi your legal documents dn Textura User Manual 2008 11 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management The system displays the Edit Document Status page 3 Select the project to view your document status Textura Construction Payment Management Project Glut Lake Towers Organization Project 1425 Shoreline Candamensuns Cenifcate of I ao ao Sum Cerificate of Insurance A Sl a a a sm Signed Contract NotReceved J 0000 7 Suprmt Payment will be withheld 4 View the required documents for the selected project to determine which if any need to be submitted or updated A N Subcontractor access to this information is View Only Textura Construction Payment Management Cerificate of Bond j Cerificate of Insurance dl za 7 Submit
3. Text ra United States Module 7 Compliance Management Textura User Manual 2008 Textura Corporation 1405 Lake Cook Rd Deerfield IL 60015 866 TEXTURA 839 8872 www texturacorp com Textura Construction Payment Management Guide to User Manual Navigation Icons The following icons are used in the margin throughout the manual to bring the user s attention to noteworthy aspects of the Textura system as explained below Important Information Information that may be valuable or necessary to Textura users Special Topics More advanced functionality and or feature Click icon to view details Interfaces users may be able to import or export data at this point in the process This is a Custom Feature of the Textura system Please contact your Custom Settings Textura Representative for more information This may be a setting that is required of or is provided for the benefit of accounting interface users in the Textura application Alternately Click icon to view the details specific to your accounting package This action or setting may be affected by draw context which impacts Draw Context the timing of the application of certain settings in Textura and may cause the system to reset data to the context of the previous draw IT Tutorials Video tutorial available Click icon to view details B mm Links Hyperlinks in the Textura User Manual appear in a blue font with und
4. 2008 Textura Corporation Confidential 15 A Te xt Ura Module 8 Disbursement Construction Payment Management Update Download Legal Documents Contracting Organization When Subcontractors upload their legal documents in Textura an action to Download Legal Document document name from organization appears on the Contracting Organization s Project Home Page under Project Actions Documents brought into Textura via Legal Document Download do not have a specific draw context 1 Click the Download Legal Document link for the document to be downloaded Pa Textura Construction Payment Management Contract Currency USD The system displays the Legal Document Download page 2 Click the link to download the document Pa Textura Legal Document Do Construction Payment Management ABC Concrete has submitted an electronic copy of their Certificate of insurance Please download each of the following attachments e CiDocuments and Settings Dawid Documents Scans Certificate of Fett 4 Insurance ABC Core eh Textura User Manual 2008 16 Textura Corporation Confidential Te xt Ura Module 8 Disbursement Construction Payment Management The File Download dialog is displayed 3 Click to Open or Save the document file File Download Do you want to open or save this file Name Towers Documents Certific
5. Access the most current information via Textura Info on your Home Page Textura User Manual 2008 Approximately 0 7 MB Approximately 2 7 MB Approximately 4 0 MB Approximately 2 9 MB Approximately 4 4 MB Approximately 6 0 MB Approximately 3 0 MB Approximately 3 2 MB Approximately 0 6 MB Approximately 22 MB Textura Corporation Confidential Te xtu ra Module 7 Compliance Management Construction Payment Management Module 7 Compliance ManagGement ccscsesssssesseseseseeceeeseseseeseeenessesssssseans amp EE 4 Document COMPING EE 4 leie 4 VSI VE Te e EE 4 ONION ACI TE EE 5 D cument COM DOIN 7 SETUP Document Reguireme NiS 2000 T NE E EEA 7 Delete Document Requirements ssacsaccanourenesancwmvadvnadasievsnoauvenvansdnnerssavencdetatnatnewasYamadneweannianetenusnesesaestetaseaetanadnmatess g Submit Upload Legal Documents Subcontractor 11 Update Download Legal Documents Contracting Organization 16 Belag OS IGN 0 18 View Document Stat TEE 20 Legal Document Repor EE 24 Complance Dy SUD CONN e de E 25 Compliance BY Tele tun CN 26 SAU UG PUTER OF E 27 Len Wawer EE 28 e Me Te Met 28 View Lien Waiver 10 iaesesdietcecaiuatwatea cea epanneauatuanicaacauateedes 29 Lien Waiver 30 Lien Waiver Status Color Coding 31 32 Edit Subcontractor Supplier in Lien Waive
6. Lake Towers Setu Doc ment Requirements Pinhal Ma Textura Setup Document Req Construction Payment Management WW Pipin Projec 3 Proje 1038 Eeplsagieonm 80 ays En advance Ertire Project Track Requirement Mane Enforcement Expiration First Second Delete di 086 of insurance de V fo CO D Textura User Manual 2008 23 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management Legal Document Reports Legal Document Reports are generated from the View Document Status page under the Reports menu tab En Textura Reports Compliance by Subcontractor by Donen Crate Auch Bestoe Staturs Excel format 1 To view or print the Legal Document Report click the report link you want to display Compliance by Subcontractor Compliance by Document Status Audit Report Status Excel format The document can be printed or the document file can be saved Reports are displayed using Adobe Reader The file download dialog is displayed 2 Click to Open or Save the document file File Download Name report pdf Type Adobe Acrobat Document From envi texturallc net 3 View the document or follow the save file dialog to save it to your computer Textura User Manual 2008 24 Textura Corporation Confidential Be Te xt Ur
7. Subcontractor Compliance by Document and a Status Audit report can be generated from your Compliance data in Textura Refer to Legal Document Reports in this Module 7 Lien Waiver Tracking Textura s Lien Waiver Tracking feature automatically displays the status of on system sub tier subcontractors and material suppliers lien waivers providing a centralized location from which to view and edit this information The system uses information gathered by the Document Compliance and Lien Waiver Tracking functions to apply or prompt the application of payment holds Users may also use this functionality to manually track the lien waiver status of off system organizations Textura User Manual 2008 Page 301 Textura Corporation Confidential g Te xt Ura Module 8 Disbursement Construction Payment Management Compliance Menus The Compliance menu is located in the center navigation bar on the Project Home page The drop down Compliance menu selections differ slightly according to whether your organization is the Contracting Organization or the Subcontracting Organization and can also vary slightly according to the project roles assigned to the user As a general rule they are as follows a for the Contracting Organization Edit Document Status manually update Subcontractor status View Document Status view color coded document compliance matrix Setup Document Requirements establish compliance requir
8. changes Textura Zen Construction Payment Management Changes to the lien waiver information for Concrete Supplies 83475 Concrete have been updated Click WTA to status screen Click hare to return to edit screen The received status of the Lien Waiver is reflected in the updated screen Home Log Out Vaiver Status Ma Textura View LienWaiver Daniel Stewart Bluff Lake Builders ri Hold Payment E or Missing Prior Period Unconditional Lien Vdapegrz Require Unconditional Lien Warvers From All Prec Sati Das 1 Dan 2 Dan 3 Dani att leompletel ete Uploaded Files Uplowted Files Uploaded Files Period To Petiod To Period To Subcontract or Subcontracter or Pamchase PO Hotice At 3008 2006 10 Sep 2008 Supplier i UCOHD ABC Concrete 123 5 Supplies 21 n a vn m H Textura User Manual 2008 35 Textura Corporation Confidential Be Te xt ura Module 8 Disbursement Construction Payment Management Edit Subcontractor Supplier in Lien Waiver Tracking 1 Navigate to the View Lien Waiver Status page 2 Click edit in the add edit supplier far right column of the organization to be edited The system displays a populated Edit Lien Waiver Status page to be updated as needed 3 Click Update to save changes a Textura Edit Lien Waiver Status Butane Bulders eg Construction Payment Management z Bee
9. field is populated by the selection made for the Prime Subcontractor Refer to Joint Check Field Selection or click here to view this topic Textura User Manual 2008 32 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management Concrete Supplies 5 Concrete 01 50 2008 M 0000 00 5 Check the box for any draw in which the organization is included 6 Click Save Changes The system displays the View Lien Waiver Status page In the example the Prime Subcontractor has two sub tier Subcontractor Suppliers whose Lien waiver status is Not Received The Project Payment Hold Settings system require Lien Waivers from all participants thus the Prime Subcontractor s status is Pending Hold The Compliance Manager can enforce the Payment Hold by clicking Apply Refer to Payment Holds Setting or click here to view this topic View Lien aiver Status 2 Textura det SEH Log Out Construction Payment Management General Constructors Help 4 2008 Hoi BOM ition Lien Project Settings Require Unconditional Lien Waters From All Di aw Dr awe 3 dch Im 8 odes abe oonmeteta Uploaded Files Upload Files Modded Fe Uploaded Files Period To Period To Period To Period To Sube amri o Subcontractor or Purchase PO Notice Joim 30 0008317 2008 30
10. on system sub tier organization W 4 Click the name of any Subcontractor in the list to view their document detail Textura L nstrociipn Payment Management REN DECH of crane CT gee if ONCE 8 pip Ae KMapu al Sutra f Supplies d D ab Conceit Soaps Tents III III Textura User Manual 2008 21 Textura Corporation Confidential J Te xt Ura Module 8 Disbursement Construction Payment Management Textura User Manual 2008 22 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management 5 Click the edit link to view document detail for a manually entered Subcontractor Supplier Textura View Document Status Proyect 18 8 Lake Towers Construction Payment Management Kieawgseawcee PECH Cl Cragg Goce TAFE aF REE Fri Hamrat Suba f Supplints boan ge Seege E ABC Concrete ig Concrefe a 6 Proce IN The system displays the Edit Document Status page for that Subcontractor 6 Update the status and expiration date of the Subcontractor s documents The Edit Document Requirements link on the View Document Status page enables users to navigate to the Setup Edit Document Requirements page Refer to Setup Document Requirements in this module 7 or click here to view this topic Ma Textura View Document eg Construction Payment Management Propecl Butt
11. 02 Sep 2008 02 Sep 2006 Feri Feri sep 200E 02 Sep 2008 02 Sep 2006 14 Sep 2008 i4 Sep 00s 14 Sep 00 g Te xtu ra Module 8 Disbursement Construction Payment Management Lien Waiver Tracking Lien Waivers in Textura Both Unconditional and Conditional Lien Waivers can be managed in Textura Project requirements for Lien Waiver documents as well as Signature and Release Timing are defined in Project Settings e Unconditional Lien Waivers In Textura Unconditional Lien Waivers must be signed by draw participants prior to disbursement and ACH payment Signed Lien Waivers are released to the Contracting Organization only after ACH payment is transmitted a Conditional Lien Waivers A requirement for Conditional Lien Waivers with invoice can also be defined in Project Settings a Contracting Organization pays on system Subcontractors by Manual Check and is using a Conditional Lien Waiver this can be signed and tracked in Textura The responsibility for obtaining Unconditional Lien Waiver signatures for manual Check payments and updating the status of Lien Waivers signed outside Textura rests with the Contracting Organization E ggf The Compliance Manager for the Contracting Organization is responsible for the management of compliance information in Textura The system evaluates Lien Waiver compliance using information entered on the Edit Contractor and Edit Lien Waiver Sta
12. 56 2008 31 01 2008 Semice Motice Date Amoi Check UCOND COND IK OH upper ABC Concrete 3 Concrete Ho pang not in draw i PLACE HOLD chil Compcrete 5 Concrete 01 Sep 2008 50000 Ho mot in dna mai indraw Sip plias echt Concrete Trucks 01 56 2008 70 000 00 Neo net in drawer in dran Deen 43527345 Umiinit ed Tae ae 7 adi sa WW et gf ee DT gen K KN Textura User Manual 2008 33 Textura Corporation Confidential A Te xt Ura Module 8 Disbursement Construction Payment Management Lien Waiver Status for Draw When 8 Lien Waiver is received for an off system manual subcontractor users can manually update the information in Lien Waiver Tracking 1 Click Edit 2 Identify Unconditional Waiver type for specified draw gt Partial Final na 3 Enter Lien Waiver Amount if available Lien Waiver Status for Draw Included Lien Waiver Draw in Draw Unconditional Amount 1 DPD des oe Compiiance colors wilh We 551 SaverLindaig Partial Final 4 Click Save Changes when all draws Lien Waivers are accounted for Textura User Manual 2008 34 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management The system displays a Status page confirming the addition changes 5 Click the link to return to the Status page and view the
13. E Qecument Dae Eer sc De Action W ent d e Textura User Manual 2008 25 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management Compliance by Document Compliance by Document summarizes legal document compliance status by document Pa Textura View Document Construction Payment Management Projeti Dum Lake Towers mpate Gy SUCH acto Compia by pomem AALS SUE KEHTI Esce format For each Document required for the project this report identifies the Subcontractor and provides the same information as the Compliance by Subcontractor report Refer to the preceding report description or click here to view this information Legal Document Status By Document Report Project iu Lake Towers Report Date Contractor Dap Laie Builders O2 Sep 2008 serie of eu D Dae Expiration Daie Action Hewad Surfaces messing Oriy Final Touch AC Gry TEC PBea eree inc miting Aes Crdr Buriagion Pumie Gaeren 03 Jun 3009 Arie Ordy Bur Oaks Landscacing miig Cris Fourth Lake Blectiaans Tsang Adras Oniy Bingin Piurieng Gare 63 06 Aiga Orily mang Ho Enpraton Dais Adere Only Textura User Manual 2008 26 Textura Corporation Confidential Textura Construction Payment Management Status Audit Report Status Audit Report summarizes status u
14. Signed Contract NotReceived el a 0 7 Payment will be withheld Textura User Manual 2008 12 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management The When Expired or Missing field alerts the user to project settings that the system follows when required documents are not submitted on time In the example Payment will be withheld if the document is not received 5 Click the Submit link to the right of the document to be uploaded Ma Textura umentStatus 2777 Construction Payment Management 5 Organization Qocument Action When Expired or Missing Certificate of Bond d Si Core genee REES EE el gt Signed Contract ll Submis Payment will be withheld The system displays the Legal Document Submit page 6 Click Browse Ba Textura Legal Documen Construction Payment Management Project Lake Tow Attachments Attachment Add diechment ear Textura User Manual 2008 13 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management The file upload dialog is displayed 7 Locate the document file on your computer 8 Click Open Chiate hibe e emm GOEN Planes The Attachment field is populated with the file name and location 9 Click Add Attachment Ba Textura Legal Docur Construction Payment Management Pro
15. Waiver Tracking does not apply on the associated payment at this time However for On system Subcontractors payment will not be allowed until a signed Lien Waiver is received Textura User Manual 2008 31 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management Add Subconitractor Supplier to Lien Waiver Tracking Textura automatically tracks Lien Waiver submission for project participants who sign their documents in the system Lien Waiver submission may be tracked for any additional Subcontractors and Suppliers associated with the project by recording the necessary information in Textura The Project or Compliance Manager is responsible for entering and updating details for project participants not on system Off system or Manual Subcontractor Suppliers can be associated in the system with any identified project Subcontractor 1 Navigate to the View Lien Waiver Status page 2 Click add in the add edit supplier far right column of the associated Subcontractor The system displays a blank Edit Lien Waiver Status page 3 Enter the Subcontractor Supplier Name required Pa Textura Construction Payment Management Hj Papen Fine Mate Fees Peace iret orci a rere Unc Len oege st Froe A 4 Enter the following information as appropriate Contract Number Service Notice Date Notice Amount The Joint Check
16. a Module 8 Disbursement Construction Payment Management Compliance by Subcontractor Compliance by Subcontractor summarizes legal document compliance status by Subcontractor Textura Construction Payment Management For each Subcontractor this report identifies the legal documents requested by the Contracting Organization and provides the following information Status Current in compliance with requirement missing not in compliance with requirement l irrelevant not requested from Subcontractor gt aging submitted but within 60 days of expiration expired past expiration ID if applicable document identification number Document Date effective date or date submitted Expiration Date if applicable date entered upon which current documentation expires and is no longer compliant Action method of Enforcement L Advise Only Contracting Organization is notified of changes in Status L gt Withhold Payments expired or missing Legal Document Status results in held payment until Status is current and payment hold is released Legal Document Status By Subcontractor Report Propect Bloff Lake Towers Report Baie Coniratipr Blot Lake 115 2 5 8 also Surfaces CN De 5 Date Actin of inure Ta Gase Oniy ve nt Sone Bove ry Sigd Contract TEHN Withheld Paymari Final Touch Fincher
17. anual Subcontractor from the draw sets the status of any Subcontractor Suppliers to not in draw Textura User Manual 2008 40 Textura Corporation Confidential Te xt Ura Module 8 Disbursement Construction Payment Management Payment Holds Setting Notification for Lien Waiver Compliance Holds Placing or releasing a hold on the Lien Waiver Status page generates an email to Subcontractors whose email addresses are recorded in Textura When a payment hold is placed due to the non compliance of a manual subcontractor the hold is applied to the first tier Subcontractor and appears on the Manage Draw Payments page The user can click a link on this page to access the View Lien Waiver Status page and identify the organization s that are out of compliance Manage Payments functionality is not affected by Lien Waiver Tracking 1 Click Apply to apply Pending Holds Place Hold and Pending Releases Remove Hold i Draw 1 Drow 2 Dire He ara TER Uploaded 160 v oadeg Pen ee eo To M Benot 11 Ferro Ton To ra ee hep ree Hesse echter Amount Check COME 6040 mapper i _PLACEHOLD HO D Project Settings for Payment Holds Please refer to Module 3 Project Setup Project Settings Payment Holds Textura User Manual 2008 41 Textura Corporation Confidential
18. ate of Insurance xls EHH Type Microsoft Office Excel 97 2003 Worksheet From enw 1 Fezburallc met Open A Save Cancel harm your computer IF you do not trust the source do not open or 0 While files fom the Internet can be useful some files can potentially S save this file What s the risk 4 View the document or follow the save file dialog to save it to your computer When you are satisfied that the correct document has been submitted update the Subcontractor s document status 5 Select the Click here to update their legal document information button Bn Textura Legal Document Dor Construction Payment Management ABC Concrete has submitted an electronc copy of their Certificate of Insurance Please download each of the following attachments When your review of these documents is complet Ohok here to update ther legal document information Textura User Manual 2008 17 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management The system displays the Edit Document Status page Edit Document Status Document compliance information and status for projects and or organizations is easily managed and updated by authorized users from the Edit Document Status page The Project drop down menu displays all projects to which the user has access Textura Edit Document Construction Payment Management Project BuT Late Towers P
19. ation Confidential a Textu ra Module 8 Disbursement Construction Payment Management 4 Edit Lien Waiver Status for Draw 5 Click Update e The system displays a Status page confirming the changes Changes to the lien waiver information for Concrete Supplies have been saved Textura User Manual 2008 38 Textura Corporation Confidential Te xt Ura Module 8 Disbursement Construction Payment Management Joint Check Field Selection desired for recordkeeping purposes a Subcontract can be marked for Joint Checks on the Edit Lien Waiver Status page 1 Navigate to the View Lien Waiver Status page 1 Click edit in the add edit supplier far right column of the organization to be edited The system displays a populated Edit Lien Waiver Status page 2 Select Yes from the Joint Check drop down menu on the Edit Lien Waiver Status page 3 Click Update En Textura V l SS jor Construction Payment Management Contract Curency Project Blut Lake Towers Contract ABC Concrete 123 Concrete Joint Check Stats On System Contractor Haki Paneer For kipti Prior Period Lireorecifioned V ggeerz Lien Waker Status tor Draw bnchnbked Lien Wateer Unconditional Auer errr gt gt A Status page confirms changes to the lien waiver information 4 Click the link to return to the Vi
20. days in advance of expiry for optional notices to be sent Entire Project Requirement Name Enforcement Certificate of Insurance Withhold Payments Expiration Notices days in advance Track Expiration First Second Delete b Gg Certificate of Bond Withhold Payments zl gt 30 fis P Signed Contract Withhold Payments O fo fo Delete Document Requirements Document requirements may be deleted 1 Click the Delete check box far right of the requirement to be removed 2 Click Delete Selected Requirements 3 Click Save Settings Entire Requirement Name Enforcement Certificate of Insurance Withhold Payments Certificate of Bond _ Withhold Payments 3 Signed Contract Withhold Payments 2 fo fo ES Expiration Notices days in advance Track Expiration First Second Delete e je jc P fo her Add Requirement Delete Selected Requirements ew Save Settings Cancel Subcontractor documents that are submitted in Textura for a requirement that is subsequently deleted are also deleted Textura User Manual 2008 Textura Corporation Confidential A Te xt Ura Module 8 Disbursement Construction Payment Management The system displays a Status page confirming the requirements changes have been saved Pa Textura Construction Payment Management The project legal document requirements have been saved The system also generates email a
21. e are applied to the associated first tier Subcontractor and affect all related sub tier organizations 1 Click View Lien Waiver Status under Compliance on the center navigation bar of the Project Home Page Ba Textura Project Hom Construction Payment Management Projecti Diff Lake om ompliance Edit Document Status View Document Status Setup Dooument Requirements ail Nppw Lien Water Status Textura User Manual 2008 29 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management The system displays the View Lien Waiver Status page A8 Textura View Lien Waiver Statue Construction Payment Management Laie Towers General Consius ion 3 24 Sep 2008 E Fronted E Feng Release Le Received RB Pending Heas Ml On Hokr W Not it Dras Cunnen Proet Paymari Holds 5 Tor Lien Were Hon compunce Le Rep Pim Fee Liars Peer Peed Uezeegeenl Laced iiia Doar A 1 8 Eden ipitie Files pipia Fues Pers Tomm Penoafoii Aug Perisi To ep Boar Chaos Lamae sa r Fina Touch Finda Penge Fourth Lake r Harai Zap eg gt Safer Stinactures e D r TAC inc eR Payment Hold Settings are identified in the Legend center box Draw s appear as column headings that link to the Draw Home Page Disbursed draws are identified as Complete beneat
22. een highlighting indicates that the organization is fully compliant Yellow highlighting indicates that the organization s document is due to expire within 60 days Red highlighting indicates that the organization s document is expired or has not been received Green or yellow highlighting with a small bar of red indicates that a related sub tier organization is out of compliance Ba Textura Construction Payment Management In the default display sub tier organizations are nested in the organizations to which they are subcontracted The user may elect to display sub tier subcontractors and material suppliers or allow them to remain hidden 2 Click the plus sign beside the Subcontractor Supplier Name to expand Manual Subs Suppliers ABC Concrete Textura User Manual 2008 20 Textura Corporation Confidential Te xt Ura Module 8 Disbursement Construction Payment Management 3 Click any remaining plus signs to view additional sub tier organizations Manual Subs Suppliers Subcontractor Supplier SBC Concrete F Concrete Supplies All tiers are expanded when all of the plus signs have changed to minus signs Manual Subs Suppliers Subcontractor Supplier ABC Concrete Kl Concrete Sunnlies Trucks Univnted The system uses an italic font to indicate that the organization is sub tier Use of an italic font and hyperlink green underlined indicates an
23. ements Edit Lien Waiver Status manually update sub tier lien waiver status YT F F View Lien Waiver Status view color coded lien waiver tracking matrix View Dacunent Status Sato Coceneant Reqguirameants Ede lien Wainer Status Lien aver Status Textura User Manual 2008 5 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management for the Subcontracting Organization View Document Status color coded matrix view of sub tier organizations document compliance Setup Document Requirements establish specific project requirements for sub tier organizations View My Document Status view status of own compliance with Contracting Organization Edit Lien Waiver Status manually update sub tier lien waiver status View Lien Waiver Status view color coded lien waiver tracking matrix Lomoaliance Vite Document Statu Setup Document Requirements My Document Status Textura User Manual 2008 Textura Corporation Confidential g Te xt Ura Module 8 Disbursement Construction Payment Management Document Compliance The Contracting Organization identifies Legal Document Requirements for the project Textura provides the functionality for the submission of these documents to be monitored for all project participants throughout the duration of the project Do
24. erlining Hyperlinks represent a link to another area of the manual that the user may find helpful to view When the user clicks a hyperlink the user is taken to that topic or area of the manual Users should note their starting point prior to navigating away to facilitate their return Some hyperlinks allow the user to view a web page outside of the User Manual The destination URL opens in a new tab or window that the user may close when viewing is complete Textura User Manual 2008 Textura Corporation Confidential Pa Textura Construction Payment Management PDF Documents for Printing The following Textura documents are available as PDF files for viewing saving and printing Module 1 Textura Overview Module 2 Create Account Module 3 Project Setup Module 4 Contract Administration Module 5 Budget Management Module 6 Payment Application Process Module 7 Compliance Management Module 8 Disbursement Textura User Terms JE Special Topics Draw Context Specified Billing Parallel Signatory Invoice Approval Special Budget Multiple Serial Signatory Invoice Approval e Textura User Manual Modules 1 8 PDF date stamp Textura Documents print with a date stamp to provide users with the ability to see at a glance how current their information is The date stamp format is 12 Dec 08 Textura user online help is frequently updated
25. ew Lien Waiver Status screen and view the changes Daniel Stewart Blut Lake Builders Construction Payment Management ir 123 Concrete ABC Concrete Changes to the lien waiver information for ABC Concrete 123 Concrete have been updated 6 here To retum to Status screen Click haie to return edit sereen Textura User Manual 2008 39 Textura Corporation Confidential A Te xt ura Module 8 Disbursement Construction Payment Management The Subcontractor as well as any associated sub tier organization s reflect the Yes selection for Joint Check Subcontractor or Subcontract or Notice Joint Supplier Purchase PO Number Service Hotice Date Amount Check ABC Concrete Concrete Concrete Concrete 01 Sep 2008 50 000 00 Supplies Trucks Concrete Trucks 01 Sep 2008 10 000 00 Unlimited Delete Manually Added Subcontractor Supplier Manually added Subcontractor Suppliers may also be deleted 1 Navigate to the View Lien Waiver Status page 2 Click edit in the add edit supplier far right column of the organization to be edited The system displays a populated Edit Lien Waiver Status page 3 Click Delete at the bottom of the page Log Textura status aa Construction Payment Management Lien waiver data far Trucks Unlimited have been deleted Click here te return to status screen Click here te return to edit screen Removal of an off system or M
26. h the Draw lt For all draws preceding the first draw in which they are included the system displays a Subcontractor s Lien Waiver Status as not in draw e Users may identify Subcontractors that will not be submitting a Lien Waiver for a particular draw as not in draw Users associated with the project in a capacity other than Compliance Manager may have access to a view only version of the View Lien Waiver Status page Lien Waiver Status for Draw On system Subcontractor or Suppliers sign their Lien Waivers in Textura While it is possible for the Contracting Organization to edit an on system organization s Lien Waiver Status the Subcontractor s electronically signed Lien Waiver overrides manual status entries On system Subcontractor or Suppliers set for payment by manual check must have their Unconditional Lien Waivers collected and entered manually by the Contracting Organization Conditional Lien Waivers can be signed in Textura as appropriate Textura tracks the Lien Waiver Status of sub tier organizations only when Unconditional Lien Waivers are a project wide requirement Textura User Manual 2008 30 Textura Corporation Confidential Te xt Ura Module 8 Disbursement Construction Payment Management Off system Subcontractors and Suppliers including Manual Subcontractors must submit their Lien Waiver to the Contracting Organization who is then responsible fo
27. ject Bluff Lake Attachments Attachment My Documents Bluff Lake Towers Documents Certificate of Insurance vs Add Attachment Clear Textura User Manual 2008 14 Textura Corporation Confidential Construction Payment Management The file appears beside a selection checkbox under Attachments Bn Textura Legal Dox Construction Payment Management Project Bh Attachments i Ge EOC My Documents Bluf Lake Towers Documents Certificate of Insurance xls Delete Selected a Repeat Steps 6 through 9 for each document to be submitted 10 Click the checkbox es beside the file s listed under Attachments 11 Click Submit Te xt Ura Module 8 Disbursement Log Out The system displays a Status page confirming that the documents have been transmitted Textura Construction Payment Management Submitted documents transmitted for download by General Contractor Click ere to return to tracking screen The Contracting Organization receives notification that your documents have been submitted The View My Document Status page displays the same information as the Edit Document Status page without the ability to use the drop down menus View My Document Status is provided for the benefit of users not authorized to manage documents or Edit Document Status It is accessed from the Compliance menu on the center navigation bar of the Project Home Page Textura User Manual
28. n Compact Currency Project EnfleeTowes E Contract Supploes 33475 Concrete Maine Concrete Supphes Contract Humber baang 00000071 Service Concrete Motice Date 01 Sep 2008 zaj Matice Amem 50 000 00 Joint Oreck Ho Text A Stas Manual Contactar Hedi fiaen Fier Prior Leen Parner Lien Waiver Statue tor Dr Lien Warned inas Unconditional Ammeamg Dr K r Copa woll Cham Op SCAS Sweet eae Update Delete Cancel The Project drop down enables the user to select a different project if desired Bn Textura Construction Payment Management Project Bluff Lake Towers i Bag SE Middle School Contract Hahi Textura User Manual 2008 36 Textura Corporation Confidential a Textu Fa Module 8 Disbursement Construction Payment Management The Contract drop down enables the user to select a different contract if desired ABC Concrete 123 Concrete Burlington Plumbing 234 Plumbing Burlington Pluribing 235 E AES LOA decaping 8 UET WIRE Edit fields as appropriate Name Contract Number Service Notice Date Notice Amount YF F F Joint Check may be edited for on system Subcontractors Bluff Lake Towers ABC Concrete 123 Concrete ABC Concrete 123 Concrete On System Contractor Textura User Manual 2008 37 Textura Corpor
29. nd system messages to affected Subcontractors notifying them of the changes to the legal document requirements for the project To the Project Manager s of Harvard Surfaces Bluff Lake Builders has updated the Document Compliance Requirements for the Project Bluff Lake Towers Below are the document requirements that have been added deleted or changed Added Document Requirement Certificate of Insurance Certificate of Bond Signed Contract Deleted Document Requirement None Changed Document Requirement None Click the following link to view the status of the required legal documents for Harvard Surfaces for this project http env 1 texturallc net documentation 6 ocument View psp projectID 1038 amp o0rgid 1010 Textura User Manual 2008 10 Textura Corporation Confidential Te xt Ura Module 8 Disbursement Construction Payment Management Submit Upload Legal Documents Subcontractor Subcontractors are able to electronically upload required documents in Textura The Subcontractor s compliance status can then be updated by the Contracting Organization 1 Click the Submit Legal Documents Project Action on the Project Home Page Log Out Ma Textura BEE Construction Payment Management Prapect Actions SOT Lina IODCHIFTIGn Draw Date 24 Sep 2008 The system displays the Legal Document Update page 2 Select the Click here to review and submit your legal documents button
30. pdates and identifies the user responsible for the update Textura Construction Payment Management View Document Status Project DAS Lake Towers For each Subcontractor this report identifies Legal Document Status updates made by the Contracting Organization and provides the following information for each updated document Updated Status Where no updates have taken place no Subcontractor documents are listed ID if applicable document identification number Document Date Expiration Date if updated User updating Updated by Date updated When F Y F Legal Document Status Audit Report Bluff Lake Towers Bluff Lake Builders Expiration Date Expiration Date See K 1 8 Expiration Daie BEAT Xa G A CR Expiration Daie Status Status Status arg current Status Suert missrg Status maeng irrelevant current Status Status current misseng Status rs Textura User Manual 2008 Textura Corporation Confidential Module 8 Disbursement Limi by Sacer pcre Ey Diener Stature Aacht Keocat Status Erci fernesi Updated By Updated By Updated By Cane Stewart Cane Stewart Danie Stewart Updated By Dane Stewart Cans res Cane Stewart Updated By Cave Stewart Daniel Zresa Cane Dear Updated By SCH vaier Phen When 02 Sep 2005 Sep 2008 02 Sep 2008 When 02 Sep 2006 02 Sep 2008 02 Sep 20 vihen 02 Sep 2008
31. r Tracking 36 TONNE Eege EE 39 Delete Manually Added Subcontractor Suppller 40 Payment Holds SCCtIA EE 41 Notification for Lien Waiver Compliance HoldS nneosseensssseenssseeessssrererssseeresssreresssrerosseeresssreresssrereessseeress 41 Project Settings for Payment HoldS cccccccccssseccccceeseecccseaeecceesaeeeceeseaeecessueeecesseusseecessuaasecessagaeceessaaasses 41 Textura User Manual 2008 Page 3 Textura Corporation Confidential Fg Textura Construction Payment Management Module 7 Compliance Management Overview Compliance Management encompasses three distinct processes in Textura each serving a different aspect of bringing and keeping project participants in compliance Document Compliance The Textura application gives the Contracting Organization a centralized location from which to monitor the Document Compliance of all known project participants The Compliance Manager in Textura uses this functionality to record and view the status of documents required from Subcontractors before payment is released Document Compliance requirements are determined by the Contracting Organization and may include certificates of insurance e g general liability automobile and worker s compensation signed contracts W 9 forms pre qualification documents safety packets WS F FF F F certified payroll Reports Legal Document Reports including Compliance by
32. r recording it in Textura The status of off system organization lien waivers can be edited at any time Lien Waiver Status Color Coding The Legend at the top of View Lien Waiver Status provides a visual key Paa ap E d EP td Recewed D Pending Release Not Received E Pending Hold 8 On Gotd BR Notin Draw Lien Waiver Status Explanation A Lien Waiver has been signed and received by the Contracting Organization The Subcontractor is in compliance and there are no Lien Waiver Tracking holds on the associated payment A Lien Waiver has been signed and received by the Contracting Organization There is currently a Lien Waiver Tracking hold on the associated payment which is now available to be released REMOVE HOLD Removing the payment hold associated with this Lien Waiver will change the status to Received NO HOLD A Lien Waiver has NOT been signed and received by the Contracting Organization There are no Lien Waiver Tracking holds A Lien Waiver has NOT been signed and received by the Contracting Organization There is currently not a Lien Waiver Tracking hold on the associated payment The user has the option to apply a hold which will change the status to ON HOLD A Lien Waiver has NOT been signed and received by the Contracting Organization and there is a Lien Waiver Tracking hold on the associated payment The Subcontractor was not included in the draw or they selected No Invoice This Draw Lien
33. roject Blut Lake Towers Blut Lake Beach Middle School D I dank ottom The Organization drop down menu auto populates with the names of the Subcontractors for the selected project The user selects a Subcontractor from the list to identify the organization whose document status is to be edited Document Status is edited one organization at a time Organization Burlington Alumbing PE Burr Ceks Londscoping Document Date Expiration Date Document Action When Expired or Missing Certificate of Bond pine Touch Finishings C 3 t Dec20087 view 0 l aranea Harvard Surfaces 30 Sep 2008 616 of Insurance 30 Sep 2005 Ea Tse Requirements Inc CJ pE B es Signed Contract Urbana Roofing Payment will be withheld 1 Click the Status dropdown to select Received ve for the appropriate document Certificate of Bond Not Received The ID and Document Date fields are optional Expiration Date Document Ac lt Prev Today Next gt September v 2008 SU Mo Tu We Th Fr Sa l e 7 4 5 5 2 Enter or click the calendar widget to select an 14 15 16 17 18 19 20 expiration date for the document if required 21 Bee ia 28 29 30 Textura User Manual 2008 18 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management An expiration date is required under the following conditions a Track E
34. tus pages as well as criteria specified in Project Settings Lien Waiver Tracking provides a means to record and quickly assess the status of Lien Waiver submission from sub tier on and off system project participants including manual subcontractors i e Subcontractors that are not active users and whose presence in Textura is limited to Document Compliance and Lien Waiver Tracking Payment Hold Settings for sub tier and manual subcontractors are defined by the Contracting Organization in Project Settings payments will not be held unless settings are defined Payment holds must also be applied by the Contracting Organization prior to disbursement by clicking the Apply button on the View Lien Waiver Status page Textura User Manual 2008 28 Textura Corporation Confidential g Te xt Ura Module 8 Disbursement Construction Payment Management View Lien Waiver Status Lien Waiver submission status for all identified project participants appears on the View Lien Waiver Status page grouped by Draw Sub tier Subcontractor Supplier organizations are indented beneath the organizations to which they are subcontracted An Apply button appears above the add column on the far right of the table when a participant s Lien Waiver Status is Pending Hold or Pending Release Holds placed due to the non compliance of off system Subcontractors or Material Suppliers identified through Lien Waiver Tracking or Document Complianc
35. wnload Legal Document functionality differs from View Uploaded Files which attaches files to or associates them with a particular invoice or change order Setup Document Requirements Setup Document Requirements can be accessed from the center navigation bar under Compliance Fa Textura Construction Payment Management Contract Currency USD Edit Document Status Project Actions View Document status Setup Document Requirements Edit Lien Waiver Status Etse enn Pending Or ass Hew Lien Wainer status The system displays the Setup Document Requirements page a Click Add Requirement to display a blank requirement field if needed Textura Construction Payment Management Project Name Project Expiration Motices advance days in Track Enforcement Expiration First Second Delete Eagaegesce fis 4 of oF Textura User Manual 2008 7 Textura Corporation Confidential Sim Te xt Ura Module 8 Disbursement Construction Payment Management a Select the Entire Project Requirement checkbox as appropriate 1 gt when checked Legal Document submission is tracked for all project participants including sub tier and manual subcontractors lt when unchecked Legal Document submission is tracked for first tier participants only Enter the Name of the document Name entered is displayed to the Subcontractor
36. xpiration is set for this document in the Legal Document Requirements a Received is selected for this document 3 Click Save Updates Textura Edit Document Sta Biull Lake Towers Construction Payment Management Mot Recened e ll lal Lea Cerificate of Insurance kk Recesed Em 30 5420095 a Signed Contract Ma E The system displays a Status page confirming the legal document changes Pa Textura SES Construction Payment Management Project Biull Lake Towers Changes to ihe legal document information for Bluff Lake Builders have been saved Click fore to return to status screen Click here to return to edit tcreen Textura User Manual 2008 19 Textura Corporation Confidential Be Te xt Ura Module 8 Disbursement Construction Payment Management View Document Status The View Document Status page in Textura displays the document status of all participants at the project level 1 Click View Document Status under Compliance on the center navigation bar of the Project Home Page Pa Textura Conrad Currency USO cara ari Ee ev CC ET ST eg ee The system displays the View Document Status page Legal Document submission status for all identified project participants appears on the page grouped by document The Legend at the top of View Document Status defines the color coded status indicators on the page Gr

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