Construction Draw Package Workspace — Setup Guide

Welcome to your Construction Draw Package workspace. This space is pre-configured with the documents and workflow you need to prepare lender-ready draw packages each month. Follow these steps to set it up for your first project.

Step 1 — Upload Your Project Documents

Add your project documents to the Project Documents folder. Organize them into the subfolders provided:

• Invoices — PDF invoices from all subcontractors and suppliers
• Lien Waivers — Signed conditional and unconditional waiver documents
• COIs — Certificates of Insurance for all active subs
• SOVs — Your current Schedule of Values (Excel, Google Sheets export, or PDF)
• Change Orders — Signed change order documents with backup
• Photos — Site inspection photos for the current draw period

You can also connect Google Drive, Dropbox, or SharePoint to sync documents directly into these folders.

Step 2 — Configure Your Lender Requirements

Open the Operating Manual in the Config folder. Update the lender-specific requirements for your project:

• Lender name and contact
• Required waiver types (conditional/unconditional, any state-specific statutory forms)
• Change order authorization threshold (dollar amount requiring lender approval)
• Required COI coverage minimums
• Binder organization order (if your lender specifies a specific order)
• Any project-specific retainage provisions

Step 3 — Open the Draw Package Checklist

Open Draw Package Checklist in the Outputs folder. This is your master checklist for each draw period. Before you run a gap audit, fill in:

• Billing period dates
• Draw number (application number)
• Target submission date

Step 4 — Run Your First Gap Audit

With your documents uploaded and checklist configured, ask River to run the gap audit:

"Review the documents in Project Documents and produce a gap audit for the [Month] draw. Flag all blocking issues and cleanup items."

River will:

1. Extract invoice amounts and map them to your SOV
2. Check each invoiced vendor for a conditional lien waiver
3. Check each active sub for a valid COI covering the current period
4. Flag any unapproved change orders in the billing
5. Produce the gap audit report in Outputs/Draw Packages

Step 5 — Review and Chase Missing Items

Work through the gap audit. For each blocking issue, ask River to draft a follow-up:

"Draft a follow-up email to Allied Electric for the missing March conditional lien waiver on invoice 1048."

River will draft the email using your project details. Review and send from your own email.

Step 6 — Assemble the Final Package

Once all blocking items are resolved, ask River to draft the cover letter:

"Draft the lender cover letter for the March draw at Mesa Ridge Apartments. Draw amount is $1,248,430, project is 64% complete, and we're incorporating change order 7 for $42,000."

The final package structure:

1. Cover letter (Outputs/Draw Packages)
2. G702 / G703 (your completed forms)
3. Invoice backup (from Project Documents/Invoices)
4. Lien waivers (from Project Documents/Lien Waivers)
5. COIs (from Project Documents/COIs)
6. Change order log (Outputs/Trackers)
7. Site photos (from Project Documents/Photos)

Resources

• Construction draw package template
• AIA G702/G703 guide
• Monthly draw workflow
• River for construction finance