Overview

Application Fee types (fixed cost, per unit or per work field) can be defined and attached to relevant Application Types.

Fees can be calculated on various bases: 1) as flat fixed cost fees 2) based on other fees, and 3) per work field (e.g. variable fee based on number of employees, etc.). 

Add a Fee

1. Navigate to Home > Permitting > Planning (Manage section) > Fees
2. Click +Add  ❶ on the Fees grid. The New Fee dialog box appears:
3. Give the fee a Name.
4. Provide a GL Code (optional). GL Codes are maintained in the General Ledger Codes. 
5. Ensure the Active flag is set to Yes. If set to No, the fee will not be available when creating new planning applications. “No” might be the setting for a new field to be used some time in the future, or it could be the setting for an existing field that is no longer used (but not deleted, so that data pertaining to it is retained in the system).
6. Select the Year in which the fee will be active. The system defaults to the current year. Use the controls at the far right to the field to cycle through the years.
7. Select the Fee Type. Your options within the remainder of the dialog box will change depending on your choice here.
   1. Fee Type: Fixed Cost
      1. Enter the Fixed Cost
   2. Fee Type: Based on Other Fee(s). 
      1. Select whether the Fee is Flat or Tiered. Tiered values involve a calculated (percentage) amount or an entered flat amount which varies from one tier to another.
         1. If Tiered, the Tiers subsection will appear:
            
            Each row (tier) involves a fee that is applied within a From > Until (Other Fees) range ❷. The amount of the fee appears in the Value column ❸. It can be either a flat dollar amount or percentage of the range amount ❸, depending on whether Percent of Fee ❹ is enabled (“Yes”) or disabled (“No).
         2. Click on  + New Tier  ❺ to add a new row (tier).
         3. Click on the Delete icon  ❻ to remove a row.
      2. If Flat:
         1. Select whether the fee applies to a single (other) fee or if it applies to all (other) fees ❼:
            
         2. Enter a % of Other Fee(s) ❽ amount to be calculated.
      3. In either of the above Flat or Tier cases, enter the Minimum and Maximum ❾ (calculated or flat) fee amounts:
         
   3. Fee Type: Per Work Field
      1. Select the Work Field ❶.
         
         The list that comes up is maintained in Work Fields. The name of the field immediately beneath the Work Field field and the form it takes depends on the work field type and its property setting. 
      2. Select the Unit Increments ❸. Unit increments specifies the range within which a flat fee amount would be applied. In the above example, a $12.00 fee is applied for every six square feet--$12.00 for the first six square feet and an additional $12.00 for every addition set of six square feet, including $12.00 for any number of additional square feet (1-5) that exceeds the last multiple of six square feet (e.g., $36.00 for 20 square feet).
      3. Select whether the Fee is Flat or Tiered ❹. Tiered values involve a calculated (percentage) amount or an entered flat amount which varies from one tier to another.
         1. If Tiered, refer to the Tiered subsection discussion above.
         2. If Flat ❺, enter the Fee amount that will apply to each incremental unit (e.g., the $12.00 for each set of six square feet in the above example).
         3. Set the Minimum/Maximum amounts:
            Select Yes for Minimum Plus ❾ rate is to be added to the Minimum rate.
            Enter the Minimum ❿ and Maximum ⓫ (calculated or flat) fee amounts.
            

8. Click on  Add .

Edit a Fee

1. Click on the Edit tool . The Edit Fee dialog box will appear with the above fields.
2. Make the required changes.
3. Click on Edit.

Delete a Fee

1. Click on the Delete tool . When prompted, click on Remove