Subcontract invoice lien waivers Microsoft Word template

Lien law varies considerably based on the project's location, the trades performed, commercial versus government work, and whether the project is bonded or not. Thus, the default lien waiver templates are samples and should be reviewed by legal counsel prior to use.

Default templates and upload category

Conditional - Progress

Default Microsoft Word template: SubcontractInv-LienWaiver-CondProgress.dot

Upload feature category: Subcontract Invoice - Lien Waiver - Conditional Progress

Unconditional - Progress

Default Microsoft Word template: SubcontractInv-LienWaiver-UncondProgress.dot

Upload feature category: Subcontract Invoice - Lien Waiver - Unconditional Progress

Conditional - Final

Default Microsoft Word template: SubcontractInv-LienWaiver-CondFinal.dot

Upload feature category: Subcontract Invoice - Lien Waiver - Conditional Final

Unconditional - Final

Default Microsoft Word template: SubcontractInv-LienWaiver-UncondFinal.dot

Upload feature category: Subcontract Invoice - Lien Waiver - Unconditional Final

About bookmarks and mail merge fields

• All bookmarks and mail merge fields are optional.
• There's no limit on the number of times that bookmarks can be repeated. For example:
  • CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
  • ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX

Bookmarks - General project information

• ProjectNumber
• ProjectTitle
• ProjectDescription
• ProjectAddress1
• ProjectAddress2
• ProjectCity
• ProjectState
• ProjectZipCode
• ProjectCountry
• ProjectPhone
• ProjectFax

Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders

• ProjectOwnerBidDate
• ProjectOwnerBidTime
• ProjectPlanRoomInfo
• ProjectStartDate
• ProjectFinishDate
• ProjectSalesPerson
• ProjectSalesPersonMobilePhone
• ProjectSalesPersonEmailAddress
• ProjectBidContact
• ProjectBidContactMobilePhone
• ProjectBidContactEmailAddress
• ProjectManager
• ProjectManagerMobilePhone
• ProjectManagerEmailAddress

Bookmarks and mail merge table options - Project classifications

Learn more about your options here.

Bookmarks - Prime contract number, type, subject, and scope

• PrimeContractNumber
• PrimeContractType
• PrimeContractWorkSubject
• PrimeContractWorkScope
• PrimeContractInclusions
• PrimeContractExclusions
• PrimeContractClarifications
• PrimeContractOwnerPORef

Bookmarks - Prime contract status and dates

• PrimeContractIssueDate
• PrimeContractIssueDateSpelled
• PrimeContractStatus
• PrimeContractSignedDate
• PrimeContractSignedDateSpelled
• PrimeContractNTPDate
• PrimeContractEstStartDate
• PrimeContractEstSubstantialCompletion
• PrimeContractEstFinishDate

Bookmarks - Prime contract specific address

• PrimeContractAddress1
• PrimeContractAddress2
• PrimeContractCity
• PrimeContractState
• PrimeContractZipCode
• PrimeContractCountry
• PrimeContractPhone
• PrimeContractFax

Bookmarks - Prime contract referenced owner

• OwnerPrefix
• OwnerFirstName
• OwnerMiddleName
• OwnerLastName
• OwnerSuffix
• OwnerContact
• OwnerTitle
• OwnerMobilePhone
• OwnerEmail
• OwnerCompanyCode
• OwnerCompany
• OwnerAddress1
• OwnerAddress2
• OwnerCity
• OwnerState
• OwnerZipCode
• OwnerCountry
• OwnerPhone
• OwnerPhone2
• OwnerFax
• OwnerWebsite
• OwnerGovTaxID

Bookmarks - Prime contract referenced architect

• ArchitectPrefix
• ArchitectFirstName
• ArchitectMiddleName
• ArchitectLastName
• ArchitectSuffix
• ArchitectContact
• ArchitectTitle
• ArchitectMobilePhone
• ArchitectEmail
• ArchitectCompanyCode
• ArchitectCompany
• ArchitectAddress1
• ArchitectAddress2
• ArchitectCity
• ArchitectState
• ArchitectZipCode
• ArchitectCountry
• ArchitectPhone
• ArchitectPhone2
• ArchitectFax
• ArchitectWebsite
• ArchitectGovTaxID

Special e-Sign bookmark (Contract Admin and Procurement module templates only):

The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed.

• ArchitectE_Signature
• ArchitectE_SignatureDate
• ArchitectE_Initial

Bookmarks - Subcontract number, type, subject, and scope

• SubcontractNumber
• SubcontractType
• SubcontractWorkSubject
• SubcontractWorkScope
• SubcontractInclusions
• SubcontractExclusions
• SubcontractClarifications

Bookmarks - Subcontract status and dates

• SubcontractIssueDate
• SubcontractIssueDateSpelled
• SubcontractStatus
• SubcontractSignedDate
• SubcontractSignedDateSpelled
• SubcontractNTPDate
• SubcontractEstStartDate
• SubcontractEstSubstantialCompletion
• SubcontractEstFinishDate

Bookmarks - Subcontract retainage percentages, original contract amounts, and damages or incentives per day

• SubcontractWorkRetainagePercent
• SubcontractMaterialRetainagePercent
• SubcontractSubtotal
• SubcontractSubtotalSpelled
• SubcontractTaxTotal
• SubcontractTaxTotalSpelled
• SubcontractTotal
• SubcontractTotalSpelled
• SubcontractGMP
• SubcontractLiquidDamagesPerDay
• SubcontractIncentivePerDay

Bookmarks - Sub invoice lien waiver from company/contact (prime contractor)

• FromPrefix
• FromFirstName
• FromMiddleName
• FromLastName
• FromSuffix
• FromContact
• FromTitle
• FromMobilePhone
• FromEmail
• FromCompanyCode
• FromCompany
• FromAddress1
• FromAddress2
• FromCity
• FromState
• FromZipCode
• FromCountry
• FromPhone
• FromPhone2
• FromFax
• FromWebsite
• FromGovTaxID

Special e-Sign bookmark (Contract Admin and Procurement templates only):

Bookmarks listed below must use a white font so the e-Sign tag is clearly visible and not obstructed.

• FromE_Signature
• FromE_SignatureDate
• FromE_Initial

Bookmarks - Sub invoice lien waiver to company/contact (subcontractor)

• ToPrefix
• ToFirstName
• ToMiddleName
• ToLastName
• ToSuffix
• ToContact
• ToTitle
• ToMobilePhone
• ToEmail
• ToCompanyCode
• ToCompany
• ToAddress1
• ToAddress2
• ToCity
• ToState
• ToZipCode
• ToCountry
• ToPhone
• ToPhone2
• ToFax
• ToWebsite
• ToGovTaxID

Special e-Sign bookmark (Contract Admin and Procurement templates only):

Bookmarks listed below must use a white font so the e-Sign tag is clearly visible and not obstructed.

• ToE_Signature
• ToE_SignatureDate
• ToE_Initial

Bookmarks - Sub invoice number, dates, terms, and comments

• SubInvNumber
• SubInvOrderNumber
• SubInvDate
• SubInvDateSpelled
• SubInvPaymentDueDate
• SubInvPaymentDueDateSpelled
• SubInvTerms
• SubInvPrintComments
• SubInvInternalComments

Bookmarks - Sub invoice previous and current change orders

• SubInvPreviousSCOSubtotal
• SubInvPreviousSCOTaxTotal
• SubInvPreviousSCOTotal
• SubInvCurrentSCOSubtotal
• SubInvCurrentSCOTaxTotal
• SubInvCurrentSCOTotal

Bookmarks - Sub invoice revised contract totals

• SubInvOriginalContractSubtotal
• SubInvOriginalContractTaxTotal
• SubInvOriginalContractTotal
• SubInvNetChangesSubtotal     (SubInvPreviousCOSubtotal + SubInvCurrentCOSubtotal)
• SubInvNetChangesTaxTotal     (SubInvPreviousCOTaxTotal + SubInvCurrentCOTaxTotal)
• SubInvNetChangesTotal     (SubInvPreviousCOTotal + SubInvCurrentCOTotal)
• SubInvRevisedContractSubtotal
• SubInvRevisedContractTaxTotal
• SubInvRevisedContractTotal

Bookmarks - Sub invoice previous work completed and stored materials gross values

Bookmarks listed below do not include retainage and taxation.

• SubInvPreviousWorkTotal
• SubInvPreviousStoredTotal
• SubInvPreviousTotal
• SubInvPreviousBilledScheduleOfValues
• SubInvPreviousBilledSCOs

Bookmarks - Sub invoice current work completed and stored materials gross values

Bookmarks listed below do not include retainage and taxation.

• SubInvCurrentWorkTotal
• SubInvCurrentStoredTotal
• SubInvCurrentTotal
• SubInvCurrentTotalSpelled
• SubInvCurrentBilledScheduleOfValues
• SubInvCurrentBilledSCOs

Bookmarks - Sub invoice total work completed and stored materials gross values

Bookmarks listed below do not include retainage and taxation.

• SubInvWorkTotal
• SubInvStoredTotal
• SubInvTotal     (SubInvWorkTotal + SubInvStoredTotal)
• SubInvTotalBilledScheduleOfValues
• SubInvTotalBilledSCOs

Bookmarks - Sub invoice retainage percentages

• SubInvWorkRetainagePercent
• SubInvMaterialRetainagePercent (applicable to Fixed Lump Sum invoices only)

Bookmarks - Sub invoice previous, current, and total retainage

Stored refers to stored materials.

• SubInvPreviousRetainWorkTotal
• SubInvPreviousRetainStoredTotal
• SubInvPreviousRetainTotal
• SubInvCurrentRetainWorkTotal
• SubInvCurrentRetainStoredTotal
• SubInvCurrentRetainTotal
• SubInvRetainWorkTotal     (Includes Billed Retainage)
• SubInvRetainStoredTotal     (Includes Billed Retainage)
• SubInvRetainTotal     (Includes Billed Retainage)

Bookmarks - Sub invoice previous, current, and total billed retainage

• SubInvPreviousBilledRetainWorkTotal
• SubInvPreviousBilledRetainStoredTotal
• SubInvPreviousBilledRetainTotal
• SubInvCurrentBilledRetainWorkTotal
• SubInvCurrentBilledRetainStoredTotal
• SubInvCurrentBilledRetainTotal
• SubInvBilledRetainWorkTotal
• SubInvBilledRetainStoredTotal
• SubInvBilledRetainTotal

Bookmarks - Sub invoice previous net values and balance to complete

• SubInvPreviousLessRetainSubtotal
• SubInvPreviousLessRetainTaxTotal
• SubInvPreviousLessRetainTotal
• SubInvPreviousBalanceToFinishSubtotal (includes retainage)
• SubInvPreviousBalanceToFinishTaxTotal
• SubInvPreviousBalanceToFinishTotal

Bookmarks - Sub invoice current net values and balance to complete

• SubInvCurrentLessRetainSubtotal
• SubInvCurrentLessRetainSubtotalSpelled
• SubInvCurrentLessRetainTaxTotal
• SubInvCurrentLessRetainTaxTotalSpelled
• SubInvCurrentLessRetainTotal
• SubInvCurrentLessRetainTotalSpelled

Applicable to Fixed Lump Sum and Cost Plus with GMP invoices only:

• SubInvPercentComplete
• SubInvBalanceToFinishSOVGrossSubtotal
• SubInvBalanceToFinishSCOsGrossSubtotal
• SubInvBalanceToFinishGrossSubtotal     (SubInvRevisedContractSubtotal - SubInvTotal)
• SubInvBalanceToFinishSubtotal     (SubInvRevisedContractSubtotal - (SubInvTotal - SubInvRetainTotal))
• SubInvBalanceToFinishTaxTotal
• SubInvBalanceToFinishTotal
• SubInvLessRetainSubtotal     (SubInvPreviousLessRetainSubtotal + SubInvCurrentLessRetainSubtotal)
• SubInvLessRetainTaxTotal
• SubInvLessRetainTotal

Bookmarks - Sub invoice lien waiver information

• SubInvConditionalDate
• SubInvConditionalDateSpelled
• SubInvUnconditionalDate
• SubInvUnconditionalDateSpelled
• SubInvPaymentReceived
• SubInvPaymentReceivedSpelled