04j - Expired / Expiring in 60-Days Bonds

Expired Bonds

1. BOE staff to print the list of bonds that are expired from the on-line Bond System
2. Select the appropriate record by clicking the Bond Ref No.
3. For each "B" PERMIT bond record:
   1. Verify if the BOND DEFAULT DATE is correct. If the date is not correct, enter the correct date. Click UPDATE BOND INFORMATION.
      • For Subdivision bonds, check if the map has recorded.
      • DEFAULT date for subdivision bonds is 2 years after map recordation.
   2. Click PERMIT CLOSURE CARD
   3. If there is a BCA Final Inspection Date,
      • Check the Default Notice not Required box.
      • Click UPDATE BOND INFORMATION
   4. If there is NO BCA Final Inspection Date,
      • Put a check mark on the list.
      • Prepare document – PROJECT EXPIRATION NOTICE
4. For each E-PERMIT bond record:
   1. Open the E-Permit application
   2. Search for the E-Permit
   3. Click FINAL INSPECTION record
   4. If there is a FINAL INSPECTION date,
      • Go back to the bond record.
      • Check the Default Notice not Required box.
      • Click UPDATE BOND INFORMATION
   5. If there is a NO FINAL INSPECTION date,
      • Put a check mark on the list.
      • Prepare document – PROJECT EXPIRATION NOTICE
5. BOE staff to prepare Bond Expiration Letter(s).  Confirm the following information is contained in the letter and is accurate:
   1. Expiration date
   2. CAO #
   3. Address
   4. Title
   5. Permit No.
   6. Surety Bond No.
   7. Surety Company/ Address
   8. Engineering District
   9. Bond Ref No.

Bonds Expiring in 60-Days

1. BOE staff to print the list of bonds that are going to expire within the next 60-days
2. SELECT (highlight) the B-PERMIT BONDS ONLY.
3. For each B-Permit bond record,
   1. Click PERMIT CLOSURE CARD
   2. If there is a BCA Final Inspection Date,
      • Check the Warning Letter not Required box.
      • Click UPDATE BOND INFORMATION.
   3. If there is NO BCA Final Inspection Date,
      • Put a check mark on the list.
      • Prepare document – PROJECT EXPIRATION WARNING NOTICE
4. Provide the list for CK to prepare the warning letters.
5. Review the letters prepared by CK.
6. Check if the following are correct:
   1. CAO #
   2. Address
   3. Title
   4. Permit No.
   5. Surety Bond No.
   6. Engineering District
   7. Surety Company/ Address
   8. Bond Ref No.