Fee Category Code

The internal reference code used to identify the fee category.

Fee Category Description

A unique text description of the fee category.

Fee Category Long Description

A long text description of the fee category.

This is displayed to help agency users select a fee to add to a submission.

Program Area

The program area to which the fee category applies.

Allow adjustment resulting in a negative balance due

The option to allow negative fee adjustments. 

Enable fee violations tab

The option to allow violations to be added to fees in this category.

For example, if non-payment of a fee results in a violation that could be referenced in a future compliance action, this box should be checked.

Staff Contact Name

The primary agency staff member to contact regarding fees in this category.

The staff member selected becomes available on document templates to merge into generated financial documents.

Mailing Address Name

The name associated with the mailing address for check payments.

The address entered in this section becomes available on document templates to merge into generated financial documents.

Address Line 1

The primary street address where checks should be sent.

Address Line 2

Additional address details.

City/Locality

The city or locality for the mailing address where checks should be sent.

Country

The country for the mailing address where checks should be sent.

State/Province

The state or province for the mailing address where checks should be sent.

Postal Code

The ZIP or postal code for the mailing address where checks should be sent.

Address Comments

Additional notes related to the mailing address where checks should be sent.

Generate Period Invoices?

The option to enable the fee category to generate periodic invoices via the Invoice Generation menu.

This setting is permanent once configured.

Functional Area

The functional area to which the fee category applies.

“Compliance Action” and “Permit” are the only options.

Fiscal Year End Date

The month and day used to determine the fiscal year cutoff for including items in a periodic invoice set.

This field is optional.

A year must be selected due to system requirements, however, only the month and day are considered when generating invoice sets. Invoices will generate beyond the year selected.

Invoice Frequency

The frequency at which invoice sets are generated.

This field is available if a fiscal year end date is selected.

For example, if this is set to “Quarterly,” four invoice sets are generated per fiscal year.

Invoicing Contact Role

The affiliation role/type associated with the fee category.

Invoices are sent to the contact in this role.

Invoice Document Template

The document template used to generate invoice sets for the fee category.

Create multiple invoices when permit is tied to many fee types

The option to generate separate invoice documents for each fee type associated with the fee category (if applicable).

Fee Calculation Procedure Name

The fee calculation procedure used for prelist generation (before invoice finalization).