Setting Up Global Fee Attributes

Agency Staff and system administrators responsible for configuring and maintaining fee calculation logic within the permitting and licensing system can centrally manage fixed fees and rate-based values used in fee calculation models. Users can define effective-dated global fee attributes (such as application fees or flat rates) that are automatically injected into the fee model payload during fee calculation. Fee models reference these configurable attributes instead of hardcoded values, enabling dynamic fee calculation based on current effective dates.

Working with Global Fee Attributes and Fee Models

Agencies define global fee attributes on the Global Fee Attributes page and define corresponding inputs in the fee model. During fee calculation, the application supplies the applicable global fee attribute values to the fee model.

Key points to consider when configuring global fee attributes:

The attribute name must begin with Global_ and must match the corresponding input name defined in the fee model.
Global fee attributes and their corresponding fee model inputs must use numeric values.
Global fee attributes aren't available for users to map on fee mapping pages. The application supplies the configured values to the fee model automatically during fee calculation.
You can define different global fee attribute values for different effective-dated periods.
For transaction-based fee calculations, the date used to determine the applicable fee schedule is also used to determine the applicable effective-dated global fee attributes.
If a global fee attribute required by the fee model doesn't have a value defined for the applicable effective-dated period, the value 0 is used for the calculation.
For calculations performed using the Fee Calculator, the current effective-dated global fee attribute values are used.

Global fee attributes can be used in fee calculations that use Form Designer, designer-based fee mappings, and hybrid fee mappings. Because global fee attributes are supplied automatically during fee calculation, attributes whose names begin with Global_ aren't displayed as attributes that users can map in these configurations.

Adding Global Fee Attributes

On the Global Fee Attributes page, click + Add to add a new global fee attribute.

On the New global fee attributes page, enter values for the fields under the Global fee attribute details and Fee attributes sections.

Page Element	Description
Date Range	Displays the available effective-dated configurations for Global Fee Attributes. Users can select an existing effective date range to view or modify its configuration details.
Delete Effective Date	Removes the selected effective-dated Global Fee Attributes configuration. This action deletes the associated setup for the selected date range.
Add New Effective Date	Creates a new effective-dated configuration by allowing users to define a new set of Global Fee Attributes for a future or updated effective period.
Global fee attributes details section Classification	Defines the scope or category of the Global Fee Attributes configuration. The only classification available is Global.
Effective Start Date and Effective End Date	Enter the start date when the global fee attribute is effective. The default value for the effective end date is open-ended and can't be changed. For more information, see "Working with Effective Dates in Fee Schedules" in this topic.
Description	Enter a description for the global fee attribute.
Fee attributes section Add button	Click the Add button to open the New global fee attribute drawer.
Attribute Name	Enter name for the new global fee attribute. Note: The attribute name must begin with 'Global_' and must match the corresponding input name defined in the fee model.
Description	Enter a description for the new global fee attribute.
Attribute Value	Enter a value for the new global fee attribute.
Enabled switch	Turn on the switch to enable the new global fee attribute.

Note:

The name and data type of a global fee attribute must correspond to the input defined in the fee model. You don't map the global fee attribute on the fee mapping page. The application supplies its configured value to the fee model at runtime.

Working with Effective Dates in Global Fee Attributes

You can have multiple effective dates for a global fee attribute, with the option to copy fee items when you create a new effective-dated entry for the global fee attribute definition. Global fee attributes with multiple effective-dated entries appear only once in the list on the Global Fee Attribute page, showing the current effective-dated row.

To switch to viewing other effective-dated entries, click the Date Range drop-down list and select the effective-dated row you want to view.

Here’s how to add an effective-dated entry to a global fee attribute definition:

On the Global Fee Attributes page, click the Add New Effective Date button.
Enter the effective start date.
In the Fee attributes section, search for or add items or click Copy Previous Effective Date to copy the fee item rows from the previous effective-dated entry.

Here are considerations for managing effective-dated entries:

Only users with assigned permissions through the PSC System Administrator role can delete current or historical rows, as well as edit effective start dates.

The system recalculates date ranges when updates are made and prevents duplicate start dates.
All agency staff can delete future-dated rows.
Deleting an effective-dated entry will also remove it from the fee mapping.

Only agency staff with the system administrator role for managing effective date operations can click Delete to remove a global fee attribute, along with all of its effective-dated entries. Staff with this role can also delete individual global fee attribute entries and update the data within any effective-dated entry, whether the entry is in the past, present, or future.

Working with Effective-Dated Values in Fee Calculations

When a fee calculation uses a global fee attribute, the application determines the applicable global fee attribute value based on the effective-dated configuration.

For transaction-based calculations, the date used to determine the applicable fee schedule is also used to determine the applicable global fee attribute configuration. For example, when the received date is used to determine the fee schedule for an application, the same date is used to select the effective-dated global fee attribute values.

If the corresponding global fee attribute isn't defined for the applicable effective-dated configuration, the application supplies a value of 0 to the fee model for that attribute.

For the Fee Calculator, the application automatically uses the current effective-dated global fee attribute values. Users don't select an effective-dated global fee attribute configuration when calculating fees.

Modifying or Deleting Global Fee Attributes

You can modify a global fee attribute on the Global Fee Attribute page.

All agency staff can delete future-dated rows, but you must have permission to delete current or historical rows, as well as edit effective start dates.

To modify a global fee attribute:

Select the appropriate Date Range containing the attribute you want to modify.
In the Fee Attributes section, locate the attribute to update.
Select the attribute row to open its details.
Update one or more of the following fields as needed:
- Description
- Attribute Value
- Enabled status
Select Save to apply the changes.

Caution:

Changes to an attribute affect fee calculations for transactions that use the selected effective-dated configuration.

To delete a global fee attribute:

Select the appropriate Date Range containing the attribute you want to delete.
In the Fee Attributes section, locate the attribute to remove.
Select the attribute row to open its details.
Select the Delete action for the attribute.
Select Save to remove the attribute from the configuration.

Caution:

If you want to retain the attribute for historical or auditing purposes, consider setting Enabled to Off instead of deleting it. Disabled attributes remain stored but are not included in fee calculations.

Migrating Global Fee Attributes

Global fee attribute configuration is included with the applicable setup artifacts when configuration is migrated between environments. If a fee model uses global fee attributes for fee calculation, the corresponding global fee attribute configuration must also be available in the target environment.

This ensures that the values required by the fee model are available when fees are calculated after the configuration is migrated.