01 · INTAKE
02 · WORK
03 · REVIEW
04 · RELEASE

AIA G702 / G703 application + certificate for payment, with schedule of values, lien waivers, inspector findings, and approval sign-offs. Demo packet — figures pulled live from the database.

AIA Document G702 — Application and certificate for payment

Draw request packet · DRAW-2031

Riverline Plaza (PROJ-2031) · Draw #5

Cornerstone Capital Lending LLC
Lender of record
Packet generated: Jun 9, 2026 10:35 PM
Owner
Kim Development
Contractor
Pinnacle Construction
Project address
4200 Lakeshore Dr, Austin, TX
Loan
LOAN-2031 · $4,200,000
Application no.
5
Application date
May 4, 2026
Period from
Apr 11, 2026
Period to
May 11, 2026

Contractor's application for payment (G702 summary)

The undersigned contractor certifies that, to the best of the contractor's knowledge, the Work covered by this application has been completed in accordance with the Contract Documents, that all amounts have been paid by the contractor for work for which previous Certificates for Payment were issued, and that current payment shown herein is now due.

1. Original contract sum$5,400,000
2. Net change by change orders$0
3. Contract sum to date (line 1 + 2)$5,400,000
4. Total completed and stored to date (G703 column G)$2,173,000
5. Retainage (10% of line 4 work this period)$14,200
6. Total earned less retainage (line 4 − line 5)$2,158,800
7. Less previous certificates for payment$127,800
8. Current payment due (line 6 − line 7)$127,800
9. Balance to finish, including retainage$486,200

Schedule of values (AIA G703 continuation sheet)

Line-by-line breakdown of scheduled values, work completed this period, work completed to date, percent complete, balance to finish, and retainage withheld.

AB — Cost codeC — Description of workD — Scheduled valueE — From previousF — This periodG — Total to dateH — % (G/D)I — Balance to finishJ — Retainage
103000Foundation - concrete, rebar & forming$320,000$320,000$0$320,000100%$0$0
203200Slab on grade & topping$185,000$185,000$0$185,000100%$0$0
304000Masonry - block & veneer$240,000$220,000$8,000$228,00095%$12,000$800
405000Structural steel framing$410,000$377,500$12,000$389,50095%$20,500$1,200
506000Rough carpentry & sheathing$220,000$176,000$22,000$198,00090%$22,000$2,200
607000Roofing & weatherproofing$165,000$106,000$26,000$132,00080%$33,000$2,600
708000Doors, frames & glazing$145,000$69,000$18,000$87,00060%$58,000$1,800
809000Drywall & interior finishes$195,000$103,000$14,000$117,00060%$78,000$1,400
915000Mechanical (HVAC) rough-in$280,000$176,000$20,000$196,00070%$84,000$2,000
1015400Plumbing rough-in & fixtures$175,000$111,500$11,000$122,50070%$52,500$1,100
1116000Electrical rough-in & panel$215,000$141,500$9,000$150,50070%$64,500$900
1202000Sitework, paving & landscaping$95,000$45,500$2,000$47,50050%$47,500$200
Totals — 12 lines$2,645,000$2,031,000$142,000$2,173,00085.0%$472,000$14,200

Lien waiver schedule

Conditional progress lien waivers from each subcontractor performing work in this period. Lender will not release payment until every required waiver is executed and dated within the past 60 days.

SubcontractorTradeWaiver typeSigned dateAmount throughDocument referenceStatus
Heartland Concrete (SUB-201)concreteConditional progressMay 6, 2026$95,000SUB-201-waiver-DRAW-2031.pdfsigned
Apex Steel & Framing (SUB-202)framingConditional progressMay 6, 2026$78,000SUB-202-waiver-DRAW-2031.pdfsigned
Voltage Electric (SUB-203)electricalConditional progressMay 6, 2026$42,000SUB-203-waiver-DRAW-2031.pdfsigned
Northwind Mechanical (SUB-204)mechanicalConditional progressMay 6, 2026$58,000SUB-204-waiver-DRAW-2031.pdfsigned
Cedar Finishes Inc (SUB-205)finishesConditional progressMay 6, 2026$33,000SUB-205-waiver-DRAW-2031.pdfsigned

Inspection certification

Independent inspector field-validates contractor's percent-complete claims. Variance over 5% triggers a correction-required state on the draw and notifies the loan officer.

Inspector
Hank Mendez
Visit date
May 8, 2026
Photos captured
4
Reported % complete
85.0%
"Site walked with GC superintendent. All structural complete; finishes progressing on schedule. 4 photos attached."
LineClaimed %Observed %Variance %Notes
SoV line 1100%100%0.0%Verified onsite.
SoV line 2100%100%0.0%Verified onsite.
SoV line 395%95%0.0%Verified onsite.
SoV line 495%95%0.0%Verified onsite.
SoV line 590%90%0.0%Verified onsite.

Approval sign-offs

Loan officer reviews the inspection and waivers. Owner-developer signs off after loan officer approval. Finance reviewer releases payment via ACH after all lien waivers are confirmed. Draws over $500,000 require an additional senior lender approval.

SequenceRequired roleDecisionDecidedNotes
1loan officerapprovedMay 12, 2026 6:37 PMReviewed SoV and inspection. Approved.
2ownerapprovedMay 13, 2026 6:37 PMOwner sign-off complete.
3finance reviewerapprovedMay 14, 2026 6:37 PMReleased $127,800 net of 10% retainage.
Loan officer signature

Aisha Patel · May 12, 2026

Owner-developer signature

Sarah Kim, Kim Development · May 12, 2026

Finance reviewer signature

Pedro Alvarez · May 14, 2026

This G702 / G703 packet was assembled from live draw, schedule of values, lien waiver, inspection, and approval records on file with Cornerstone Capital. The packet is the canonical artifact the lender, owner, contractor, and auditor share. PDF e-signature and ACH disbursement are stubbed in this demo; every other surface (state machine, retainage math, audit trail) is real Postgres state.

Generated by DrawRequest on Jun 9, 2026 10:35 PM for draw DRAW-2031.

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