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Construction - Certificates - CCO Process

This guide is for SDL Desktop users in the Construction module who need to issue a Certificate of Continuing Occupancy (CCO) on a permit application. Follow these steps when you want to create the certificate, set the issue/expiration dates and who's named on it, adjust what work details print, and print or email the finished certificate.

  1. From the Certificates (Certs) tab of a Construction Application, Click New in the UCC Certificates section.

  2. Select Certificate of Continuing Occupancy and Click OK.

  3. Enter the Issue Date, and if necessary the Expiration Date.

  4. Choose to have either the Agent or Contractor appear on the Certificate, or Click the checkbox for the Owner’s Name to appear on the Certificate. 

  5. If applicable, enter in any Home Warranty Information.
  6. By default, the Work Description and Additional Work Comments will appear on the Certificate. Remove the checkmarks if these items should not be added to the printed Certificate.
  7. Depending on the Certificate type being issued, additional information may be entered using the options and fields provided.
  8. Click Print to print the Certificate.
  9. Click OK to exit.
  10. Note: You may be prompted to Email a copy of the Permit to a third party.

Common Questions:

Why are my CO fees not showing up within the permit cost?
You'll want to make sure that within the certificate itself, the fee type in the drop down is selected as "CO Fee". If it's selected as anything else, it's not going to show up as a CO fee on your permit cost.

Why does my printed Certificate of Occupancy show the wrong check number?
The CO template pulls the check number from the first payment made on the original permit, not necessarily the payment used to satisfy the final CO fee. If the CO fee was paid with a different check or by cash later on, the printed certificate will still reference that original check number unless it's manually overridden at print time.