| 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: April 2024 | 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: April 2024 | Info | Excel |
| Rate Proposal 25 rates Coming soon! Please email Recharge@uw.edu for more details. | 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. | Info | Excel |
| Rate Proposal 50 rates Coming soon! Please email Recharge@uw.edu for more details. | 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. | Info | Excel |
| 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. | 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 |