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: May 2020. 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: May 2020. 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: May 2020. 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: May 2020. 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.   Excel
  Program Income 25 Rates This template is used to calculate rates for program income budgets.   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. Tutorial Videos Available!  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