NAME DESCRIPTION LINKS                   FORMAT
 RATE PROPOSAL TEMPLATES
Rate Proposal 5 rates Use this rate proposal template for up to 5 rates - REVISED! Revisions include separating out the salary & benefit amounts in the Salaries tab as well as the major cost categories in the Other Costs and Summary tab.  Please use! Info Excel
Rate Proposal 10 rates Use this rate proposal template for up to 10 rates Info Excel
Rate Proposal 25 rates Use this rate proposal template for up to 25 rates Info Excel
Rate Proposal 50 rates Use this rate proposal template for up to 50 rates 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
Non-recharge center rate proposal  Template for calculating rates for program income, departmental revenue and auxiliary enterprise budgets  (optional)   Excel
FINANCIAL REPORT TEMPLATES
Quarterly report  Financial report for most centers - Tutorial Videos Available!  Info Excel
Quarterly report - Stores Financial report format for Stores centers only Info Excel
Quarterly report - Vessels Financial report format for vessel centers only Info Excel
Quarterly report - Program Income 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 quarterly 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 recharge center rates  Info Excel
Reconciliation - Equipment Depreciation JV Reconciliation form used to support and document equipment depreciation JV's Info Excel
BILLING RELATED FORMS
FASTRANS Instructions  Instructions to use the spreadsheet created by MAA to bill internal customers   Word
FASTRANS Template - PC  Spreadsheet ( PC version) used to bill internal customers - UWNet ID required   Excel
FASTRANS Template - Mac  Spreadsheet (Mac version) used to bill internal customers - UWNet ID required   Excel
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 recharge and cost 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