Serial Signatory Approval of Invoices
Contents
1. 8 ATOUR M 8 PADIOBOV GC INVOICE PAJ Gruinneart a 9 Rejecting Subcontractor INVOICES cccceccecceeeseceeeee eee eeeeeseeeeeeeeeseeseesaeeeeeseeseeseeeeeaeeseeees 11 Owner Serial Signatory Invoice Approval ccccccccccceeeeeeeeseesssssssssssscceeeeeeeeeeeeeeeeeeeeens 12 Custer 12 Xie zie CUNO S TERR R mSmSERmR 12 BENE AE MB E EAE E NA T NAE A A E A A 12 siii oo E E E E E E 20 Modify and Reject Invoice 11sscccconesscncennenccneensenccsensenensennessessensesssseeneensssennansssennesssseenaans 22 Serial Signatory Approval of Invoices 2009 Page 1 Textura Corporation Confidential Pa Textura Construction Payment Management Serial Signatory Approval of Invoices Overview When a Contracting Organization requires it Signatory Approval of Invoices by one or more users on the system can be incorporated into the workflow for any contract and performed either in a predefined sequence Serial or in no particular sequence Parallel For more information regarding Parallel Signatory Approval of Subcontractor Invoices refer to Special Topics Using Serial Signatory Approval of Invoices to identify approvers and define the approval sequence affords the Owner or Contracting Organization a more transparent invoice approval process Frequent system messaging and prompts as invoices are routed throu2. Project Name Wren Condominiums Ferial Contador I I Stapler OFOLTOS AD AS Alpha Construction Co Users in Project Sigh ory Appmeen Compl ance n ln al Project Manager Manaqer Director Final Apprower E En Textura Manage Project Users Oncaea eS LL Lee Construction Payment Management General Construction x Prope Fama Viren Condominiums Tenur Project Hambar General Contractor Alpha Construction Ca Roles Curent Doc Users ie Project cianatorg Approve Project Compliance i ep me Username lan aper Manager 1 7 B 0 1i 12 i 19 20 Signer Distursis _Gurham f j Ia Bl EN EE ME m f gm gEmEREH H r IS EN ar ie E Serial Signatory Approval of Invoices 2009 Page 7 Textura Corporation Confidential Pa Textura Construction Payment Management Approve Reject Invoices When an invoice is submitted for a designated subcontract the Signatory Approvers receive the action to Apply Serial Approval x to Invoice y in the order in which they are set up to sign There is a separate action for each invoice Where multiple Signatory Approvers are assigned the same role or approval sequence number all will receive the action The action is removed from all Approvers after one response is recorded in the system Log Out Es Textura Bicis areal u DCN Wren Condominiums 200 Construction Payment Management Contract Currency USD PT Draw Interfaces Sov Subcontracts Change Orders Proje
3. State of Tareeke and saram Vi beire ma hri Notary Pubic My Corrir erpi ARCHITECT S CERTIFICATE FOR FAYMENT in accordance wath the Contact Docuameats based on on site chsercations amd the data comprising is pple de Azchiect certiflas to the aner dias do dee best af din Archean information amd belie the Work has progressed a6 imdicamed the qualiry of the Work is im Bona with the Comer Document and the Cee di oenried oo paymens of the AMOUNT CERTIFIED alec explana manui corked dif foam the r a Jppoveres ded on ce Cae ritur ees Sane cher ore charged ro cone et Weck the oa carre ARCHITECT Tiu Carnf cam i mor naporisble The AMOUNT CERTIFIED B payable maby no rhe Contact e Dapa or Contractor coder this Contract AIA Deere CTEITM 1997 Copyright 1933 IPSS LPS 1971 1978 IIJ md 0927 y The Aerie lie ef Asche AE rights reurrvid WARS TAG This ALAE Donma i 7 Select Click Here to Continue i aanceie nm f AIA Document G702 Application and Cer ficate for Payment Deed Loi DU TEDD Darii Fix Eu ti ERI maay EF Deorro HE Dtr iaa OHHH die Coury FROM CO WIA ARCHITECT Bimar b im PI Diir Tei Leie Ug Miry pI CONTRACTOR S APPLICATION FOR PAYMENT Applaatez i made foo payment mi owa below in ionom boa woh Se Canta Contiuston Shem ALA pemean la atackeio i ONEEMALDONTRACT RUM 8 0 0 8 1 Aa MUMMUNMUM E Wei haag by Ohaa Drdmu 0 00 58 5 AM L CONTRACT BUM TO DATE fine 11 i MAREM NT NE
4. S Date E Use Specified L1 Billing Invoice Approval Method Advance Billing O Project Manager System Approval Parallel Signatory Approval 5 Serial Signatory Approval Serial Signatory Approval of Invoices 2009 Page 5 Textura Corporation Confidential Pa Textura Construction Payment Management A Status page is displayed confirming the subcontract changes are saved Assign Signatory Approvers User Profile Settings Users should confirm that the intended signers have the User can permission to Sign on behalf of the company Modify User can permissions A Local Administrator must modify User Profiles Refer to Module 3 Project Setup Manage Project Users Modify User Permissions Set Signing Sequence The signing sequence for Serial Signatory Approval must be established for the designated signers on the Manage Project Users page 1 Choose User Roles from the Project Setup menu on the Project Home Page User Roles Serial Signatory Approval of Invoices 2009 Page 6 Textura Corporation Confidential Pa Textura Construction Payment Management The Manage Project Users page is displayed Under Signatory Approvers in the Roles for Current Doc view the signing roles are displayed in the order specified by the document In the example the PM role signs first followed by the Director and the Final Approver signs last Construction Payment Management a Textura re caer sn
5. Requested EA Period toD This Period Held This period Anoan o Date ee jaks 100 00 0 00 11 700 00 23 40 10 00 10 00 0 00 Landscaping idscaping Invoice Sworn Statement Lien Waiver View Uploaded Files 0 When all Subcontract invoices are approved the standard invoice submission process is followed Serial Signatory Approval of Invoices 2009 Page 9 Textura Corporation Confidential Pa Textura Construction Payment Management When the Owner has completed Serial Signatory Approvals for the Contracting Organization invoice the standard invoice submission process is followed An example of a G702 Invoice Document with Serial Signatory Approvals is shown CONSTRUCTION DEPARTMENT 9 INVOICE APPROVAL Location CAR PM Calvin Durham Director Pauline Brown Document G702 Application and Certificate for Payment To Owner PROJECT APPLICATION 010 08 Alpha Construction Co Wren Condominiums NUMBER 123 Alpha Way Kenosha Wisconsin 53142 564 Wisconsin Ave PERIOD TO Attn Project Manager Kenosha Wisconsin 53140 CONTRACT FOR 103 Landscaping FROM CONTRACTOR VIA ARCHITECT CONTRACT DATE 02 06 2007 Burr Oaks Landscaping Not Applicable PROJECT NO 200 123 Burr Lane Kenosha Wisconsin 53140 10 31 2008 gt The undersigned Contractor certifies that to the best of the Contractor s knowledge CONTRACTOR S APPLICATION FOR PAYMENT information and belief the Work covered by this Application for Payment has been App
6. Corporation Confidential Pa Textura Construction Payment Management Until the Owner confirms participation they also see a link to confirm under Project Actions on the Project Home Page Either link may be used to access the Accept Project screen Home Log Out eT ae Project Home Page 3 Textu ra Project Sandwi Hs ap i12 12 11032008 Desrteld Developers Construction Payment Management 1 oe due meus aun aject umma Project Actions anim participation as Projet rr I Contract Change Order Pending Draws Draw hate Completed Draws Draw Date Disbursed The Owner may Confirm or Decline participation If declining a message typed in the box provided is displayed in the email to the General Contractor Hamme ra Accept The Project Fa Textu ra Project Sandwich Stoi J 32008 icr a A Construction Payment Management You have been invited by to participate inthe Sandwich Stop 12 project in the role of Project Owner General Contractor 12 11032008 2055 Project Humber General Contractor Blut Lake Builders Sandwich Stop 12 1502 W Hwy 20 Greenfield lowa 50849 Adair County Please click the confirm button below to confirm your participation in the project Reason Serial Signatory Approval of Invoices 2009 Page 14 Textura Corporation Confidential A Pa Textura Construction Payment Management The on system Owner organization that has confirm
7. Jextura United States Soci Foole Sark Signatory Noorova Textura User Manual 2009 Textura Corporation 1405 Lake Cook Rd Deerfield IL 60015 866 TEXTURA 839 8872 www texturacorp com 2009 Textura Corporation All rights reserved Patent 7490064 and Patents Pending Pa Textura Construction Payment Management Table of Contents Serial Signatory Approval of INVOICES seen n nennen 2 eur M 2 DCUO eae 2 S T TOT 18 018177 a r OTT E A AA 2 Serial Signatory Approval of Subcontractor INVOICES eeeeeeeeesss 3 VSL CII DOIN E E A E E E E A RIS MEILEN RPM REEE 3 POSC CUING PTT E een sne ceed 3 Set a project default for Signatory Approval isses esses nennen nennen nnns nnns 3 Coneraeb Needle Bion vesc ront DAN IA PERLE REL ETC TRUVE O n NUI T N S nFITUH ORA EUREN PES US E TO NVND NUS 4 Set a subcontract for Signatory Approval eiiis esee senes nn annu anna ases a anna ansa ana 4 Assign Signatory ODI OV CLS acces suesuicqosuntd tur cetduten e MES eor puiu densa e a eiia aiia aat 6 User Profile Settings NP RET PRRER m Sm 6 SEE SIGMING SEQUCIC e MURS PUSH EFM UD ED GMT EM I MU MU DNI ICM EIE 6 Approve Reject INVOICES c 8 J81 79 ele lt 6 6 0 7 nen eee ner D
8. The user access for project Sandwich Stop 812 has been updated To update the user access for project Sandwich Stop 12 agaln click here When the General Contractor initiates a draw the Owner Signatory Signers are notified via email Note This is an automatically generated message from the Textura System To the concemed party at Deerfield Developers Bluff Lake Builders has declared a Draw for the Project Sandwich Stop 12 To view information about the project please click on the link given below http env2 texturallc net product ProjectHomePage psp projectID 2935 lt Kind Regards www texturallc com When the General Contractor has submitted an invoice to the Owner for the draw the designated first signatory approver of the Owner organization receives email notification to review and accept or reject the invoice Note This is an automatically generated message from the Textura System To the Signer s of Deerfield Developers Daniel Stewart of Bluff Lake Builders has made available for your review and acceptance or rejection Draw 1 for Project Sandwich Stop 12 as of 04 Feb 2009 Click the following link to review the draw and approve or reject env texturallc net product2 SignDocument psp jobTokenID 1076617 E Serial Signatory Approval of Invoices 2009 Page 16 Textura Corporation Confidential Pa Textura Construction Payment Management The Signatory Approver also sees an action to Apply Approv
9. a message to be displayed in the rejection notification email to the other signers 1 Click Reject to Initial Signer Home Log Out Gwen London Deerfield Developers Wa Textura S9 Becument Contract General Construction Blu KE E Draw 1 January Draw 20 Jan 2003 Construction Payment Management Draw Date 26 Jan 2000 Perit 02 Jan 2009 30 Jan 2000 FIN a Project Summary as of Draw 91 Original Contract Sum 10 000 000 00 Het change by Change Orders 0 00 Contract Sum To Date 10 000 000 00 Total Completed To Date 1 276 108 80 12 7 pes retention thought we agreed on 123 Your Draw Documents F amwe swom Statemen View Uploaded Files 0 Lira Details Retention Total Eamed Less Retention Previous Payments Subcontractors Invited Invoices PR ecemed Invoices Approved All signers receive email notification of the rejection To Heidi Hanson Cc Subject Textura System Sandwich Stop 12 Draw 1 rejected back to initial approver Note This is an automatically generated message from the Textura System To the Signer s of Deerfield Developers 127 510 88 10 00 1 148 487 92 0 00 1 148 497 32 Sent Wed 2 4 2009 11 54 AM Gwen London of Deerfield Developers has rejected back to initial approver Draw 1 for Project Sandwich Stop 12 as of 04 Feb 2009 The reason they gave for this action was as follows Check retention thought we agreed on 125 Kind Regards Textura System www te
10. al XX under the Draw on the Project Home Page Home Ma Textura Proiect Home Page sess Construction Payment Management Projecti Actions pending Draws Draw E DE ESTE Dr aie 28 Jan 2009 oly Approwal 1 to Draw 1 Signatory Approver 1 clicks on either the link in the email or the action on the Project Home Page The system displays the Sign Document page a Hom Es Textura xeu pel e roe ere Project Sangdwich amp 12 4 22D Deereld Developers Construction Payment Management Contract General 3iuiliders Draw gH Draw Date 28 an 2009 Pero 02 Jan 2009 30 Jan 2000 PIN IT EE ut 10 000 000 00 Nel change by Change Orders 0 00 Contract Sum To Date 10 000 000 00 Total Completed To Date 1 276 108 80 12 76 Retentian 127 610 88 10 00 Total Eamed Less Retention 1 148 497 92 Previous Payments 0 00 Payment 1 148 497 02 The Signatory Approver proceeds through the two part document signing Serial Signatory Approval of Invoices 2009 Page 17 Textura Corporation Confidential Pa Textura Construction Payment Management 6 Select Click Here to Sign beneath Invoice Approval 2 Scroll through this document and find the location labeled Click Here to Si Instructions 1 Your POF document appears in the window below 3 Click that label to sign the document Please click only once S88 Ci amp e ef im on page 1 G amp R oorr mid Gd F
11. ct Setup Reports Compliance Project Summary Project Actions 134 Unread messages Show project summary show project summary Prime Contract Change Order Subcontract Change Orders Show Prime Contract Change Orders Show Subcontract Change Orders Pending Draws Draw 10 24 Oct 2008 Enter Invoice for Draw 10 Apply Serial Approval 1 to Invoice 10232008b lt a Approve Reject Invoices Invoice Approval Sign Document On the Sign Document page the active Serial Signatory Approver enters their PIN and selects Invoice Approval to sign and send to the next approver Log Out P Textura Sign Document ms Wren Condominiums 200 M Alpha Construction Co Construction Payment Management General Construction 9 23 Oct 2008 Draw Date 23 Oct 2008 Period Ending 31 Oct 2008 Project Summary as of Draw 9 Original Contract Sum 1 500 000 00 Invoice Approval esecthermimited Erene Net change by Change Orders 95 176 20 Contract Sum To Date 1 595 175 20 The Subcontractor s Invoice is Approved Total Completed To Date 123 399 00 7 Retention 12 339 90 Total Earned Less Retention 111 059 10 Previous Payments 111 059 10 Your Draw Documents Payment 0 00 Invoice Subcontractor Invoice Status PIN eeeee Sworn Statement Subcontractors Invited Invoices Received View Uploaded Files 0 Invoices Approved Draw Details View Draw Request Assemble Draw Documents for Printing Serial Signatory Approval
12. ed their participation sees a link to Assign Users under Project Actions on the Project Home Page after logging into Textura 3 Click the link to Assign users to project XXX Es Textura Construction Payment Management As sign users to project Y ch us LN Pending Ly ies urme Late Lompleted Draws Draw Gate Disbursed The system displays the Manage Project Users page Remember that each project must have at least one Project Manager and one Compliance Manager these can be the same or different users Users not having the permission are not eligible choices The document selection in Project Settings determines the number of signers that can be successfully assigned and saved on the Manage Project Users page 4 Select the signers for the pay application documents and the desired signing sequence 5 Click Save Changes Em Textura Mana Construction Payment Management Project Name Textura Project Sandwich Stop 12 Number General Contractor Bluff Lake Builders Signatory Approvers 8 10 11 12 13 74 15 16 17 1B 19 20 Signer Project Compliance Manager Manager E e dreyfus a af BL or or gl mcis Jr meee eee EE _ Bree Name Username Serial Signatory Approval of Invoices 2009 Page 15 Textura Corporation Confidential Pa Textura Construction Payment Management The system displays a Status page confirming the updates Es Textu ra ip S NS po Construction Payment Management
13. eee m i OLIDREMUM Serial Signatory Approval of Invoices O 2009 Q amp ieelc ig i dB 1992 CONTRACT DATE 020200 PROJECT MOS 12 11032008 The zmderugzed Comtaxtar cer Ser that ip the besi al the Cogzactu s knowledge iuformason and baud the Week coed by is Applranen for Paaa hui bem completed in indice wil the Contract Decumech tut al ameush have eru paid by the Costracter for eck for Eus Crest paryesent boars baein bi tes dun CONTRACTOR Bini Lake Builders OMNEM d owe Februari 04 2009 Page 18 Textura Corporation Confidential T Le Pa Textura Construction Payment Management The system displays a Status page confirming the approval Draw 1 has been approved The next designated Signatory Approver receives email notification to review and accept or reject the invoice The signing process continues until all Signatory Approvers have signed the document s Serial Signatory Approval of Invoices 2009 Page 19 Textura Corporation Confidential Pa Textura Construction Payment Management Rejection Each Signatory Approver has the option to reject rather than approve the invoice The first approver can modify and or reject the invoice back to the General Contractor organization for review and or resubmission Rejection by any other approver pushes the approval process back to the initial signer A text box is provided on the Sign Document page where the signer can type
14. elected subcontract is displayed 3 Click Edit Settings to modify the subcontract J Te xt ura Contract Ma intenance mu Com D tfism kr Wren Condominiums 200 i ee Alpha Construction Co Construction Payment Management 103 Landscaping Burr Oaks Landscaping Contract Currency USD Save Changes Revertto Saved Reallocating for Draw 9 23 Oct 2008 Edit Settings Add New Component Copy Selected Delete Selected Change Order Contract Components Chg Orders Phase ZI Account Category Subcontract Original Subcontract 3 Retention Code Description Coda Code Subjob Item Budget Amount Paid To Date To Date Balance Due 400 Landscaping 50 000 00 50 000 00 10 350 00 1 150 00 39 550 00 The Contract Maintenance Settings screen is displayed 4 Select the Serial Signatory Approval radio button under Invoice Approval Method 5 Select Save Changes Log Out P Textura Contract Maintenance EEEE p Wren Condominiums 200 7 A Alpha Construction Co Construction Payment Management 103 Landscaping Burr Oaks Landscaping o Contract Currency USD Save Changes Revertto Saved Reallocating for Draw 9 23 Oct 2008 Hide Settings Contract 103 Organization Contract 50 000 00 Default Payment Amount Form Description Landscaping Default Retention Controlled No Open Book Subcontract Contract 06 Feb 2007 Sub SOV Option
15. ention Refention 127 810 88 10 00 Total Earned Less Retention 1 148 437 92 Previous Payments 0 00 Payment 1 148 497 92 Serial Signatory Approval of Invoices 2009 Page 21 Textura Corporation Confidential Pa Textura Construction Payment Management Modify and Reject Invoice The option to Modify and Reject Invoice is also available to the initial signer Mel change by Change Orders Contract Sum To Date 10 000 000 00 Hr OP pd To Duae 1 276 108 80 12 76 U nLrarLt greemenc Lor bit Ectention Fiejerilian 127 610 88 10 00 This process is explained in detail in Module 6 of the online Textura User Manual The Textura User Manual Textura Help is available to all users from a link on the Home Page located in the Textura Info box in the right margin of the page Serial Signatory Approval of Invoices 2009 Page 22 Textura Corporation Confidential
16. f Lake Builders has elected to use the Textura Svstem to manage billing and pavment activities relating to various construction projects with which you are involved By this email Bluff Lake Builders invites you to use the Textura system The Textura system is an Intemet based construction pavment service that significantly improves today s draw process Invoices Swom Statements and Lien Waivers are automatically generated electronically signed and available on line for review and approval resulting in faster payments Users benefit from increased productivity lower costs reduced risks Improved communication and better cash flow i on ee ee tt product res zT f Notification 1010 When the Owner is set up on the system and the General Contractor has added them to the project the system generates an email requesting that they confirm their participation 2 Click the link in the email or on the Project Home Page to confirm participation in the project Note This is an automatically generated message from the Textura System To the Project Manager s of Deerfield Developers Deerfield Developers has been added as a participant in the Project Sandwich Stop 12 on the Textura system Project Address Y our participation details Project Role Project Owner Click the link below to see the project details and to accept or decline the project on the Textura svstem Serial Signatory Approval of Invoices 2009 Page 13 Textura
17. ffective date Is s Subcontractors may add Lien Waiver optional text s Subcontractors may add Contractor Affidavit optional text Owner Approval Disables the GC ability to Reject Collect Zero Dollar Lien Waivers Cumulative Material Totals and Automatic Split Payments Track Special Budget Amounts and Changes C O dl d dl Track Subcontractor Special Budget Amounts and Changes Default Subcontractor Invoice Approval Method for New Subcantracts Q Project Manager System Approval Q Parallel Signatory Approval m Serial Signatary Approval S New subcontracts default to Specified Billing New invoices entered as whole dollars Require Disbursement Authorization for Subcontractor Payments Serial Signatory Approval of Invoices 2009 Page 3 Textura Corporation Confidential Pa Textura Construction Payment Management Select an Invoice document that supports Serial Signatory Approval 3 Under Document Settings on the Project Settings page scroll to Subcontractor Settings Hotary Subcontractor Settings Required Invoice GTU2 703 Serial Approval few Sample Sworn Statement Basic Sworn Statement w View Sample s ae EM etandard v View Sample ine View Sample Pay App Invoice Cover Mone ka Sheet 4 Click Save Settings A Status page confirms that the project settings have been saved Log Out Status E Te xt u ra Wren Condominiums 200 Hed al
18. gh the up to 20 Signatory Approvers helps facilitate communications between concerned participants Rejected invoices return to the first approver in the sequence and the invoice is reviewed and re signed by each individual in succession to ensure that any changes are seen and accepted by all designated signers Serial Signatory Approvals may be used by an Owner organization when approving the General Contractor invoice or by a General Contractor organization when approving Subcontractor invoices While Serial Approval can be set as the project default for new subcontracts the setting is removed or applied at the contract level at the discrimination of the Contracting Organization Because Signatory Approvals appear on the Invoice compatible documents are required to use this functionality Please contact a Textura representative for help in identifying documents appropriate to your needs Conditions for Serial Signatory Approval of Invoices Serial Signatory Approval radio button can be selected on the Contract Maintenance screen for each contract requiring Serial Signatory Approvals regardless of the Project Setting optional Serial Signatory Approval radio button can be selected in Project Setup Project Settings to identify Serial Signatory Approvals as the default setting for all new contracts Custom documents are selected in Project Setup Document Settings for projects requiring Serial Signatory Approvals Each Si
19. gnatory Approver has Sign on behalf of the company permission checked in User Profile Each Signatory Approver has completed their User PIN selection prior to approving invoices Each Signatory Approver is a designated Signatory Approver in the approval sequence identified on the Manage Project Users page Definitions Serial Signatory Approval Serial Signatory Approval is a contract setting that requires one or more authorized parties within the organization to sign off on selected Pay Application documents Serial Signatory Approval is applied in a pre determined sequence Serial Signatory Approval of Invoices 2009 Page 2 Textura Corporation Confidential Pa Textura Construction Payment Management Serial Signatory Approval of Subcontractor Invoices System Settings Project Settings Set a project default for Signatory Approval Users can set Serial Signatory Approval as the default for new contracts on the Project Settings page Note that this selection applies to all contracts created after the setting is saved If necessary the default value can be changed in the contract settings Contract Maintenance 1 From the Project Home Page select Project Settings from the Project Setup menu 2 Inthe Project Settings section under Default Subcontractor Invoice Approval Method for New Subcontracts select the Serial Signatory Approval radio button Project Settings Subcontractors may edit Lien Waiver e
20. in Alpha Construction Co Construction Payment Management The project settings have been saved To edit the project settings again click here Contract Maintenance Set a subcontract for Signatory Approval Serial Signatory Approval may be selected for existing subcontracts including subcontracts imported through interfaces on the Contract Maintenance Settings page 1 From the Project Home Page select Subcontract List under SoV Subcontracts Serial Signatory Approval of Invoices 2009 Page 4 Textura Corporation Confidential Pa Textura Construction Payment Management The Subcontract Listing page is displayed 2 Select the Contract Number corresponding to the subcontract to be modified Log Out Subcontract Listing s Text u ra Wren Condominiums ie Camin nurnam Construction Payment Management I General Construction Create New Subcontract Contract Subcontract Contract Date Phase Code Description Vendor ID Organization Currency Amount Paid To Date Retention Held Balance Due 06 Feb 2007 100 Excavation Viewpoint User USD 150 000 00 9 900 00 1 100 00 140 100 00 06 Feb 2007 200 Paving Deerfield Earth amp USD 75 000 00 22 500 00 2 500 00 52 500 00 Pavement 06 Feb 2007 i 300 Concrete Viewpoint User USD 125 000 00 0 00 i 0 00 125 000 00 06 Feb 2007 View 400 Landscaping Burr Oaks USD 50 000 00 10 350 00 1 150 00 39 650 00 Landscaping The Contract Maintenance page for the s
21. lication is made for payment as shown below in connection with the Contract completed in accordance with the Contract Documents that all amounts have been paid Continuation Sheet Document G703 is attached by the Contractor for Work for which previous Certificates for Payment were issued and 1 ORIGINAL CONTRACT SUM payments received from the Owner and that current payment shown herein is now due 2 Net change by Change Orders i CONTRACTOR 3 CONTRACT SUM TO DATE Line 12 5000000 py Tami Sand Date 10 21 2008 4 TOTALS COMPLETED AND STORED TO DATE Column G on G703 5 RETAINAGE percent 10 a of Completed Work Column D E on G703 10 0 b of Stored Material Notary Public Jami Samd Column F on G703 My Commission expires 12 01 10 State of Illinois County of Cook Subscribed and sworn to before me this 21st day of October 2008 Serial Signatory Approval of Invoices 2009 Page 10 Textura Corporation Confidential Pa Textura Construction Payment Management Rejecting Subcontractor Invoices Approvers may reject the invoice sending it back to the first approver in the sequence to begin the process anew First approvers can modify and or reject the Subcontractor invoice back to the Subcontractor organization for review resubmission 1 Click Reject to Initial Signer Log Out Sign Document i Te xtu ra Wren Condominiums 200 Mop rap c Co Construction Payment Management General Construc
22. ocess Project Settings Document Settings 1 Select the appropriate document in Document Settings For assistance in selecting your document s please contact a Textura representative Document Settings General Contractor Settings Invoice G702 703 wi Owner MASI 3 Signatures Swom Sh sterner Basic Sworn Statement Conditional Lien Wianeer Pay App Invoice Cover None Sheet Mone SP Work Invoice After the appropriate document s are selected on system Owners receive system generated notification via email Where the Owner has not yet been invited set up in Textura the General Contractor must invite the organization Detailed instructions for inviting an organization to Textura can be found in the User Manual accessed from the right margin of the Home Page Serial Signatory Approval of Invoices 2009 Page 12 Textura Corporation Confidential Pa Textura Construction Payment Management Upon receipt of the invitation email the Owner organization sets their account up in Textura New users may obtain assistance getting set up in Textura by clicking the first link in the invitation email which directs the user to the User Setup Guide Once a user has created their Login information a link to the User Manual is always available in the right margin on the Home Page Mote This is an automatically generated message from the Textura System To Colin Dreyfus of Deerfield Developers Bluf
23. of Invoices 2009 Page 8 Textura Corporation Confidential Pa Textura Construction Payment Management A Status page confirms the approval and indicates the number of approvers that have successfully signed Log Out J Textu ra Status D Taylor Wren Condominiums 200 Alpha Construction Co Construction Payment Management General Construction 9 23 Oct 2008 Invoice 210222008 has been approved by 2 signatory approvers An action is generated for the next approver in the sequence to sign until the sequence is completed Approve Invoice Page Approvers acting in the Project Manager role can access the Approve Invoice page where the status of the approval is displayed When in progress the status of the Invoice is Received Serial Approval Contract General Construction Draw 10 24 Oct 2008 Burr The status changes to Approved Green when the sequence of Approvals has been completed 1 Click the Invoice link to view the signed invoice Log Out B Textura Approve Invoice Calvin Durham wren Condominiums 200 Alpha Construction Co Construction Payment Management General Construction 10 24 Oct 2008 Approve Selected Selected Reject Selected Selected Enter reason if rejecting subcontract invoice Work Completed otal Retmion e Subcontractor Contract Scheduled From EN Ms JP Balance to T Currency Values Previous This and Stored UR finish Held Previously
24. s ATA Document G702 1992 la Application and Certificate for Payment TO OWNER PROJECT Daisy DRAG Tosi gp riz 1 OD Desert P She 201 1580 ep Hey 2 Denim mno bii A kou S04 Ace Coup fa rane hii Ei Hej Terrace La ERE Uc AHH CONTRACTOR S APPLICATION FOR PAYMENT APPLICATION NO 1 PERIOD TO DUAIS CONTRACT FOR PROJECT MOS 12 312032008 The miad Cucmactor cerees thar e the best of the Conssi buw edre i4wmarnen Applicares i3 saa fer pagers as chews below im conection with the Coarer Costemeen ad belief the Wock covered by tha Application for Prym bon been completed in accondance pag OE ki attached 1 COURS CONTRECT HIM 0 0 0 00 0 0 0 0 000 0 00 00 a gc E I S EE E Ea 3 COKTRACT Piu TO DATE fina i manes TOTAL COPS ETEO Aa STORPO TO GATE padres O on TOS ih ii 18M amp RETABLUASE Vb oF Completed Work conamn Di E on rey L lina E Bh of Stored Mabecid fan Fon cam a am Tote Rakxruge Lins Sa e Shor Tobe in Coke IF GP ne c 3_1L ee TOTAL PARED LESS RET ee fu d L ss Lire S T ob F Eii PRE CERTIFICATER FOR PATIENT f i amp Porn prior Certmeatal E CURRENT PAYMENT DUE 3 BALANCE TD FIMELH INCLUDING RET AILLGE uma d epa Lm j Tatal changes approved im preven mes nbrOwse j Saute Tot ger i Mn m E ww ee NET CCAS br Champs Order wa the Coemact Decumenn that all seems hae bern paid by he Coniracir foc Wok iw har curegr A Toe rwn bereg ib pos due
25. tion 9 23 Oct 2008 Draw Date 23 Oct 2008 Period Ending 31 Oct 2008 Project Summary as of Draw 9 Original Contract Sum 1 500 000 00 Invoice Approval Rejectto Initial Signer e change by Change Orders 95 176 20 Contract Sum To Date 1 595 176 20 The Subcontractor s Invoice is not approved Total Completed To Date 123 399 00 PIN TTT Retention 12 339 90 Total Earned Less Retention 111 059 10 Previous Payments 111 059 10 Your Draw Documents Payment 0 00 Invoice Subcontractor Invoice Status Sworn Statement Subcontractors Invited Invoices Received View Uploaded Files 0 Invoices Approved Draw Details View Draw Request Assemble Draw Documents for Printing A Status page confirms that the invoice has been rejected back to the initial approver Log Out Pa Textu ra Status d D Taylor Wren Condominiums 200 Alpha Construction Co Construction Payment Management General Construction 9 23 Oct 2008 Invoice 10222008 has been rejected back to initial approver Serial Signatory Approval of Invoices 2009 Page 11 Textura Corporation Confidential Pa Textura Construction Payment Management Owner Serial Signatory Invoice Approval System Settings There is no specific system setting for Owner Serial Approval of General Contractor Invoices Selection in Project Settings of a document designed for use with this feature triggers the additional steps needed to set up the pr
26. xturallc com Notification D5000 Serial Signatory Approval of Invoices 2009 Textura Corporation Confidential Page 20 Pa Textura Construction Payment Management In addition the initial approver again receives the email notification to review and accept or reject the invoice Note This is an automatically senerdatea message from the Textura System To the Signer s of Deerfield Developers Gwen London of Deerfield Developers has made available for your review and acceptance or rejection Draw 1 for Project Sandwich Stop 12 as of 04 Feb 2009 Click the following link to review the draw and approve or reject http env2 texturallc net product2 SignDocument psp obTokenID 1076627 4g Kind Regards Textura System www texturallc com Each time an invoice is rejected the process begins again with the initial signer Only the initial signer can reject the invoice back to the General Contracting organization 2 Type the reason for the rejection in the text box provided 3 Click Reject Draw to PM Home Log Out Wa lextura __ digmBgcumer A IL Construction Payment Management Contract ay PEET Bluff L3 Draw si January Draw 28 Jan 2009 PIN Project Summary as of Draw 1 Original Contract Sum 10 000 000 00 Chwner Invoice Approval Reject Drew to PM Het change by Change Orders 0 00 Contract Sum To Date 10 000 000 00 Total Completed To Date 1 276 108 80 12 76 na ract agreement for let ret
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