Assess fees

Many agencies assess fees to process an application. For example, your agency might charge a minimum inspection fee of $25.00 for residential applications. Civic Platform determines fees by referring to a fee schedule. Your agency administrator can set up a unique fee schedule for each application type.

Note: Clients can pay fees only after Civic Platform assesses and invoices the fees.

Fees can be predefined, or Civic Platform can base them on the job value (valuation) of a particular application. See Valuation calculator for more information about valuations.

You can assess one or more fee items as long as they appear in the fee schedule for the application that you are working on. You might have fee groups listed that contain one or more fee items. With a fee group, you can update the quantity for all the items in the group with a single action.

To assess fees

  1. Find and open the desired record.

  2. Select the Fee tab.

  3. From the Fee calc. factor field, select the desired fee calculation factor. You can select either a contractor or calculator job value.

    Notes:

    • Job value only affects fee items which are calculated using a job value. Otherwise, the fee items are not affected.

    • You can calculate a job value for an application by using the valuation calculator. You can also use a contractor-entered job value. For information about how to use the valuation calculator, see Valuation calculator.

    • If the Fee calc. factor field does not display, Civic Platform calculates fee items with the default job value (contractor).

  4. Select Add.

  5. From the Fee schedule and Version lists, select the fee schedule and the version you want to use.

  6. Do one of the following:

    • If the fee schedule has any fee groups, enter a number in the Group quantity field for the desired fee group and/or in the Quantity field for the desired fee items.

      Note: If you choose to enter a value in both the Group quantity field and the Quantity field for any fee item, the two values are summed for the fee item when you select Submit.

      For example, you have a fee group with fee items A, B, and C. You want to apply a quantity of 10 to A and B, and a quantity of 15 to C. You can enter the common value, 10, in the Group Quantity field, then enter 5 in the C Quantity field. Civic Platform sums 10 and 5 for C when you select Submit, and it displays the end result as 15.

    • Enter the quantity for each fee item individually in the fee item list.

  7. Enter additional information as needed in the Notes field for each fee item or the Group note field for each fee group.

    Note: Civic Platform copies the group note into the Note field for each of the fee items in the group.

  8. Select Submit.

    Notes:

    • Civic Platform assesses the fee based on the values you entered in Group quantity field and Quantity field, and the fee calc factor you selected.

    • If needed, use Undo to clear the form and roll the fee list back to its previous status.

To edit fee items

  1. Find and open the desired record.

  2. Select the Fee tab.

  3. In the Fee item column, select the desired fee item.

  4. Update the Quantity field and select Submit.

To delete fee items

  1. Find and open the desired record.

  2. Select the Fee tab.

  3. Select the check box(es) next to the fee item(s) to be deleted.

  4. Select Delete.