Directions

Document Sample
Directions
DIRECTIONS FOR USING REBATE

SPREADSHEET





The spreadsheet automatically calculates the net savings to the government and

determines whether an agency should pay early or on the Prompt Payment due date.

In order to use this spreadsheeet, please follow the directions below:



1. Enter the amount of money owed to credit card provider in cell C3.



2. Enter the maximum discount offered by the credit card provider in cell E3.



3. Enter the basis points offererd by the credit card provider in cell F3.



4. After this data is entered, compare the net savings if payment was made as early as

possible (cell G6) with the amount of money the government would save if payment was

made as late as possible (cell G36). If the net savings in cell G6 exceeds the net savings in

cell G36, it may be in the best interest of the government to accept the rebate and pay as

early as possible. However, if the net savings in cell G6 is less than the net savings in cell

G36, it may be in the best interest of the government to pay as close to the Prompt Payment

due date as possible.



An example for using this spreadsheet is also available.

EXAMPLE FOR USING REBATE

SPREADSHEET





Maximum discount offered by card provider: 1.070%



Basis points offered by credit card provider: .016%, or 1.6



Current Value of Funds (CVF) Rate in Effect: 6%



Amount of money owed to the vendor: $5,000



Net savings if payment is made as early as possible: $28.50 (Cell G6)



Net savings if payment is made on Prompt Payment due date: $29.50 (Cell G36)



* In this example, it would be in best interest of the government if payment was made as close to

the payment due date as possible.

Current Enter Enter

Value of Amount of Maximum Enter Basis

Funds Debt Discount Points

6.00% $5,000.00 1.060% 0.0150%



IR Cost of $ Cost of

Days to Borrowing Borrowing Net

Maturity Perc Disc $ Disc Balance Balance Balance Savings

30 1.060% $53.00 $4,947.00 0.50% $25.00 $28.00

29 1.045% $52.25 $4,947.75 0.48% $24.17 $28.08

28 1.030% $51.50 $4,948.50 0.47% $23.33 $28.17

27 1.015% $50.75 $4,949.25 0.45% $22.50 $28.25

26 1.000% $50.00 $4,950.00 0.43% $21.67 $28.33

25 0.985% $49.25 $4,950.75 0.42% $20.83 $28.42

24 0.970% $48.50 $4,951.50 0.40% $20.00 $28.50

23 0.955% $47.75 $4,952.25 0.38% $19.17 $28.58

22 0.940% $47.00 $4,953.00 0.37% $18.33 $28.67

21 0.925% $46.25 $4,953.75 0.35% $17.50 $28.75

20 0.910% $45.50 $4,954.50 0.33% $16.67 $28.83

19 0.895% $44.75 $4,955.25 0.32% $15.83 $28.92

18 0.880% $44.00 $4,956.00 0.30% $15.00 $29.00

17 0.865% $43.25 $4,956.75 0.28% $14.17 $29.08

16 0.850% $42.50 $4,957.50 0.27% $13.33 $29.17

15 0.835% $41.75 $4,958.25 0.25% $12.50 $29.25

14 0.820% $41.00 $4,959.00 0.23% $11.67 $29.33

13 0.805% $40.25 $4,959.75 0.22% $10.83 $29.42

12 0.790% $39.50 $4,960.50 0.20% $10.00 $29.50

11 0.775% $38.75 $4,961.25 0.18% $9.17 $29.58

10 0.760% $38.00 $4,962.00 0.17% $8.33 $29.67

9 0.745% $37.25 $4,962.75 0.15% $7.50 $29.75

8 0.730% $36.50 $4,963.50 0.13% $6.67 $29.83

7 0.715% $35.75 $4,964.25 0.12% $5.83 $29.92

6 0.700% $35.00 $4,965.00 0.10% $5.00 $30.00

5 0.685% $34.25 $4,965.75 0.08% $4.17 $30.08

4 0.670% $33.50 $4,966.50 0.07% $3.33 $30.17

3 0.655% $32.75 $4,967.25 0.05% $2.50 $30.25

2 0.640% $32.00 $4,968.00 0.03% $1.67 $30.33

1 0.625% $31.25 $4,968.75 0.02% $0.83 $30.42

0 0.610% $30.50 $4,969.50 0.00% $0.00 $30.50


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