Forms/Templates

NAMEDESCRIPTIONLINKSFORMAT
RATE PROPOSAL TEMPLATES
Rate Proposal 5 ratesUse this rate proposal template for up to 5 rates - This is a two year proposal but can also be used for one year of rates. Please see the Instructions Tab.  MAA strongly recommends using these templates, as they have been created to simplify the rate proposal development process. Last Revision: April 2024InfoExcel
Rate Proposal 10 ratesUse this rate proposal template for up to 10 rates - This is a two year proposal but can also be used for one year of rates. Please see the Instructions Tab.  MAA strongly recommends using these templates, as they have been created to simplify the rate proposal development process. Last Revision: April 2024InfoExcel
Rate Proposal 25 ratesUse this rate proposal template for up to 25 rates - This is a two year proposal but can also be used for one year of rates. Please see the Instructions Tab.  MAA strongly recommends using these templates, as they have been created to simplify the rate proposal development process. InfoExcel
Rate Proposal 50 ratesUse this rate proposal template for up to 50 rates - This is a two year proposal but can also be used for one year of rates. Please see the Instructions Tab.  MAA strongly recommends using these templates, as they have been created to simplify the rate proposal development process. InfoExcel
Rate Proposal 100 rates

Coming soon!  Please email Recharge@uw.edu for more details.
Use this rate proposal template for up to 100 rates - This is a two year proposal but can also be used for one year of rates. Please see the Instructions Tab.  MAA strongly recommends using these templates, as they have been created to simplify the rate proposal development process. InfoExcel
Per Item Costing ProposalThis template is used to cost out individual items/samples/tests by itemizing the direct costs per item, applying a labor rate for the amount of time to complete the item, and adding an overhead markup rate to recover center overhead.  Recommended use for labs and other centers with unpredictable usage.  Excel
Program Income 5 RatesThis template is used to calculate rates for program income budgets. Last revision: March 2021 Excel
Program Income 25 RatesThis template is used to calculate rates for program income budgets. Last revision: March 2021 Excel
Marketplace Analysis TemplateA template to accomodate marketplace analysis for sales to external customers. There is a requirement for external rates to be in line with the marketplace for the sales of the same goods or services Word
BILLING RELATED FORM
INTERNAL SALES DOCUMENT (ISD)The INTERNAL SALES DOCUMENT (ISD) is used exclusively for recording sales of services or supplies by service centers and auxiliary enterprises to other University of Washington entities.  
VARIOUS TRACKING FORMS
Activity Report - IndividualBlank form which can be used to support individual activity for rate development. Excel
Activity Report GuidelinesGuidelines used to determine levels of activity for service and recharge center rates.  Word
Center Activity LogInformation tracked when center provides service. Excel
Labor Tracking SheetBlank Form which can be used to cost labor only projects. Excel
Labor & Materials Tracking SheetBlank Form which can be used to cost labor and material projects. Excel