OREGON EPERMITTING
  • Blog
  • Meet our Team
  • Facts
  • Contact Us
  • Accela Upgrade Information
  • Jurisidiction HUB
  • Blog
  • Meet our Team
  • Facts
  • Contact Us
  • Accela Upgrade Information
  • Jurisidiction HUB

Stay in the know

Permit Fee Retention for Work Completed

6/7/2019

 
A Permit Fee Retention can be charged by an agency as a way to recoup the cost of work already completed on a permit (i.e. inspections) that ends up being withdrawn by the applicant. The Oregon Standard Model has the Permit Fee Retention broken out into 3 standard percentage rates to assist with this.

20% Permit fee retention - plumbing
50% Permit fee retention - plumbing
75% Permit fee retention - plumbing


The Permit Fee Retention process precedes the consideration of any refund and because it is the retention of actual permit fees, it invokes State Surcharge, which is based upon the percentage of the total amount of permit fees retained. Note: Retention of Plan Review fees are not subject to State Surcharge.

To process the Permit Fee Retention, go to the Fees tab in the record navigation pane. Select the applicable permit fees that have been invoiced and paid and void them to credit if they have not been credited already. 
Picture
Picture
​Then click the Add fee button. 
Picture
Locate the percentage rate that you are going to retain of the permit fees paid based upon work already completed.

Enter the total amount of permit fees that were paid and are eligible to be potentially refunded (excluding previously paid State Surcharge) in the Quantity Box.
Picture
​Click Submit – the Permit Retention fee will calculate the percentage at the rate you selected and will automatically recalculate State Surcharge at 12% of what is being retained. Invoice the new Retention and State Surcharge fee items.
Picture
​Go to the Payment tab. Note that you now have Unapplied fees (from voiding the permit fees to credit) in the Amount Not Applied. Select the source payment in the Transactions section that shows a Not Applied balance (transactions appear at the bottom of the Payment screen). Select the Apply button to now reapply these monies.
Picture
​Apply the monies to the Permit Fee Retention and the State Surcharge that are showing an outstanding balance. Consider paying any other fees that still show an outstanding balance if the work has already been performed – if it is not appropriate to pay any other remaining unpaid fee items, void them prior to beginning the next step in the Fees tab to show they are no longer applicable. 
Picture
The Amount Not Applied balance that is remaining is what is then eligible for the agency to refund to the customer.
​
Refer to How to complete a Refund documentation on Kayako: http://orepermittinghelp.kayako.com/Knowledgebase/Article/View/15

Comments are closed.

    Disclaimer

    Please be aware that this content is relevant at the time it is published, but as time goes on may become out-of-date. We will do our best to keep the content alive and relevant.

    Archives

    December 2022
    October 2022
    August 2022
    May 2022
    April 2022
    March 2022
    January 2022
    August 2021
    March 2021
    January 2021
    July 2020
    April 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    August 2019
    June 2019
    April 2019
    January 2019
    November 2018
    October 2018
    September 2018
    August 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017

    Categories

    All
    In The Spotlight
    Online Training
    OSM Best Practice
    OSM Changes
    OSM Future Implementations
    Projects
    Reminders
    Tips And Tricks
    What's New

    RSS Feed

Jurisdiction Resources

ePermitting Knowledgebase
Register for ePermitting Brochure
Inspection Codes Brochure
Modelo Estandar de Oregon Codigos de inspeccion
SelecTXT Brochure
IVR Call Flow Brochure Insert
End of Day Report
ePermitting Advertising Business Cards
​Building Department Directory

Participating Jurisdictions
​​
© COPYRIGHT 2019. ALL RIGHTS RESERVED.