Fee Report Instructions

Instructions - Fiscal Year 2023-24

G.S. 143C-9-4 mandates that state agencies, boards, and commissions submit a complete report of all funds received during the fiscal year for the use of a property, the provision of a service, or the exercise of a regulated privilege.  OSBM collects and compiles this information into an annual Fee Report.  

The Smartsheet (web-based) NC Fee Report collection system open for data entry Monday, June 2, 2025 and should be completed by Friday, July 11, 2025.

Getting Started

If you are new the the Fee Reporting process, review the training slides for an overview of Fee Report requirements.

OSBM will send each Fee Report contact at the agency / board / commission a link to the online spreadsheet collection form in the Smartsheet application.  You are welcome to share this link with others in your organization if multiple people need to edit the data.

The spreadsheet contains one row for each fee, with columns that collect data about that fee. When possible, OSBM has defaulted to including information from the prior year’s Fee Report into the spreadsheet.  Each Fee Report contact should check and update the defaulted information. 

All rows require that the following new information be provided for the fiscal year: 

  • the number of times the fee was collected in FY2023-24
  • the total dollar amount collected for that fee in FY2023-24

You may add new rows to provide a listing for a fee not shown by default.

Indicate a fee that is no longer collected on the column labeled “Check box if Fee should be deleted.”

OSBM will compile all data provided into a report, send it to the General Assembly, and post it on our website.  Please be aware of spelling and grammar. 

Data Definitions

Data definitions for each column of the Smartsheet Fee Report collection spreadsheet can be found in the Fee Report Data Definitions. 

Important fields to note:

Number Collected - This Fee Only

  • The value represents the number of times the fee described on the row was collected during FY 2023-24.
  • If your collection period was different than the fiscal year, please note that in the Comments column.

Amount Collected - This Fee Only

  • The value represents the dollar amount collected in FY 2023-24 for the fee described on that row.
  • If your collection period was different than the fiscal year, please note that in the Comments column.

For Organizations with a Large Number of Fees

Because Smartsheet has standard spreadsheet features, you can copy and paste between rows, or drag down to copy across rows.

You can use the filter on the toolbar to filter by Budget Code, Budget Fund or Account Code. Or you can create your own filters.

Smartsheet History Tracking

Smartsheet automatically tracks all changes to the spreadsheet.  Each time a cell is adjusted, the system will record the value that changed along with the user that made the change.

Assistance

For assistance, contact the Fee Reports team or call 984-236-0650. 

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