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: January 2024.InfoExcel
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: January 2024.InfoExcel
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. Last revision: January 2024.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. Last revision: January 2024.InfoExcel
Rate Proposal 100 ratesUse 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: January 2024.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
FINANCIAL REPORT TEMPLATES
Semiannual reportSemiannual financial report for most centers. This report can be used for both quarterly and semiannual financial reporting.InfoExcel
Semiannual report - StoresSemiannual financial report for stores only. This report can be used for both quarterly and semiannual financial reporting. InfoExcel
Semiannual report - VesselsSemiannual financial report format for vessel centers only.InfoExcel
Semiannual report - Program IncomeSemiannual financial report format for program income budgets. Excel
Variance Analysis ReportThis is a stand alone version.  This report is no longer included in the semiannual report template workbook.InfoExcel
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.InfoExcel
Reconciliation - Equipment Depreciation JVReconciliation form used to support and document equipment depreciation JV's.InfoExcel
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
OTHER ADMINISTRATIVE FORMS
Budget Request FormA form used to request a budget.  Excel
Journal Voucher    Blank JV Form.Info Excel  
Reconciliation - Surcharge JVReconciliation form used to support and document external surcharge JV's.Info Excel

 

 

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