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I have a question regarding the proper deduction of retainage at each billing.

MississippiRetainage

We are holding a 5% Retainage on this current job. The question I have is this. We do our billings by AIA Forms g702 & g703. When calculating this retainage each billing, do I request my payment before or after the 5% retainage? Example: My Mobilization Schedule of Values Total is $15,000.00 I am wanting to bill 80% of this total this period. Is the proper billing method on form g703 to have Column E show $12,000 Column G should this show the full total 80% of $12,000 OR should I reduce it by 5% showing $11,400.00 total Completed? with a BTF in Column H $3600 or will it be $3000 for the full 80%. If I reduce my 5% on each line item from Column G each billing, my final billing prior to my Retainage billing should show a 95% completion correct? Or do I need my final to show 100% with all amounts billing 100% THEN an additional 5%?

1 reply

Jun 14, 2023
Thank you for reaching out to our legal community. Your question might be too specific for an attorney to answer in this public forum. If you are in need of specific advice for a current legal situation, you may want to consider reaching out to a licensed attorney in your state directly at their office. This forum is public, so it may not be the right place to discuss a sensitive legal issue. Levelset provides a list of attorneys in each state here: https://www.levelset.com/payment-help/experts/experts-by-state/ . From that directory you may find a law firm in your area to call privately.
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