The Forfeiture Rate File (files with extension fr.csv) contains forfeiture rates at the
grant level and is used in calculating Expense.
Insertions and Modifications
Upload file can contain both new records, and updates to existing records.
A row is uniquely identified by a combination of the Grant ID and Effective Date
If there is more than one record in the Forfeiture Rate file with the same Grant ID
and Effective Date, the system will assume that the last record is supposed to
update the previous record(s). The previous record(s) will be lost and no validation
error will be reported.
Deletions
To delete a record, you can add a record in an acceptable .CSV file format that
contains only the Grant ID. Deletion records can be in the same file as insertion
and modification records.
File Format
|
#
|
Field Name
P =Required
|
Field Type
|
Sample
Field
|
Description
|
|
1
|
GrantID
|
P
|
Alpha-Numeric (40)
|
GR222
|
Links to Grant information
|
|
2
|
EffectiveDate
|
P
|
Date
 MM/DD/YYYY |
10/15/2005
|
The date in which the tax rate
becomes effective.
No quotation marks allowed
|
|
3
|
Forfeiture
Rate
|
P
|
Numeric(14.4)
|
0.213
|
Forfeiture rate to be applied to grant
0.213 = 21.3%
|
Examples
A line with the forfeiture rate is created for each Grant ID / Effective
combination.
The data would be loaded in the following sequence:
GrantID, EffectiveDate, ForfeitureRate
<GrantID, EffectiveDate, ForfeitureRate>
An example of valid lines in a forfeiture rate file is as follows:
Grant1, 1/1/2005, 0.175
Grant1, 4/1/2006, 0.18
Grant1, 6/1/2006, 0.25
Grant2, 8/1/2006, 0.20
Please Note: During calculations that utilize forfeiture rates, the default
forfeiture rate will be used to fill any effective date gaps.
For example: If an Expense Report is run for 3/1/2006 - 9/1/2006 effective
dates, the forfeiture rates for Grant1 will be 0.175 until 03/31/2006, 0.18
from 4/1/2006 to 5/31/2006, and 0.25 from 6/1/2006 to 9/1/2006.
If Grant2 were in existence from 3/1/2006, its forfeiture rate will be "filled in"
with the default forfeiture rate settings (set on the Forfeiture Rate File
page)
for the period 3/1/2006 to 7/31/2006 after which grant-specific rate of 0.20
will be effective for the rest of the reporting period.
Please refer to the example of valid lines in a forfeiture rate file.