1. Contractor – from the project information screen click on the bond hyperlink. The bonds screen is displayed.

  1. From the bonds screen select the new button.
  1. Select either payment or performance bond, appropriate bond screen is then displayed.
  1. From the payment bond screen select the surety company by clicking on the magnifying glass. The common selection screen is displayed.

  1. From the common selection screen, click the plus sign to add the appropriate company.

  1. Click the workflow button then click submit.

  1. Once submitted and you would like to recall the bond, then click workflow and then rescind button.

  1. Surety/Bond – from the home page select construction projects, then projects. The project portal page is displayed.

  1. From the project portal page select the payment and performance bonds (pending) hyperlink, the payment and performance bond screen is displayed.
  1. Select the bond that you want to review by clicking on the bond hyperlink. The appropriate bond screen is then displayed.
  1. From the payment bond screen select the producer by clicking on the magnifying glass, the common selection screen appears, click on the add button to add the appropriate producer. Enter the bond title, click the save button.
  1. Click the workflow button to either sign (approve) the bond or reject the bond.
  1. Once the bond is signed, the status changes to contractor review.
  1. Contractor – from the home page select construction projects, then projects. The project portal page is displayed.
  1. Select the payment and performance bonds (pending) hyperlink, the performance and payment bond screen is displayed.
  1. Click on the appropriate bond to review the bond for approval/rejection.
  1. To approve the bond click workflow and then sign or to reject click workflow then rescind.
  1. Remember before approving scroll to the bottom to enter the title of the person who is approving.
  1. Once approved the status has now changed to BOD CMD review.