NAME DESCRIPTION LINKS FORMAT
 RATE PROPOSAL TEMPLATES
Rate Proposal 5 rates Use 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: March 2021. Info Excel
Rate Proposal 10 rates Use 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: March 2021. Info Excel
Rate Proposal 25 rates Use 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. Last revision: March 2021. Info Excel
Rate Proposal 50 rates Use 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. Last revision: March 2021. Info Excel
Rate Proposal 100 rates 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. Last revision: April 2021. Info Excel
Per Item Costing Proposal This 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 Rates This template is used to calculate rates for program income budgets. Last revision: March 2021   Excel
Program Income 25 Rates This template is used to calculate rates for program income budgets. Last revision: March 2021   Excel
Marketplace Analysis Template A 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
FINANCIAL REPORT TEMPLATES
Semiannual report Semiannual financial report for most centers. This report can be used for both quarterly and semiannual financial reporting. Info Excel
Semiannual report - Stores Semiannual financial report for stores only. This report can be used for both quarterly and semiannual financial reporting.  Info Excel
Semiannual report - Vessels Semiannual financial report format for vessel centers only. Info Excel
Semiannual report - Program Income Semiannual financial report format for program income budgets.   Excel
Variance Analysis Report This is a stand alone version.  This report is no longer included in the semiannual report template workbook. Info Excel
EQUIPMENT DEPRECIATION FORMS & TEMPLATES
Depreciation Schedule  Stand alone schedule used to list equipment costing more than $5,000 and calculate annual depreciation to be included in service center rates. Info Excel
Reconciliation - Equipment Depreciation JV Reconciliation form used to support and document equipment depreciation JV's. Info Excel
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 - Individual Blank form which can be used to support individual activity for rate development.   Excel
Activity Report Guidelines Guidelines used to determine levels of activity for service and recharge center rates.    Word
Center Activity Log Information tracked when center provides service.   Excel
Labor Tracking Sheet Blank Form which can be used to cost labor only projects.   Excel
Labor & Materials Tracking Sheet Blank Form which can be used to cost labor and material projects.   Excel
OTHER ADMINISTRATIVE FORMS

Budget Request Form

A form used to request a budget.

 

 Excel

Journal Voucher     Blank JV Form. Info  Excel  
Reconciliation - Surcharge JV Reconciliation form used to support and document external surcharge JV's. Info  Excel