Required Documents

State Procurement Manual (PRO-I-15)
Contracting For Services, “Cost Benefit Analysis”

State of Wisconsin Cost Benefit Analysis Methodology
Form DOA-3821a, “Project Summary”

DOA-3821b, “Financial Information”

Instructions for form DOA- 3821b, “Financial Information”

Justification of Need Letter (PRO-I-4)
Sample notice to WPEC for help desk services

DOA Training Documents

Project Summary - sample Word document, form DOA-3821a.doc

CBA Financial Information - sample financial information spreadsheet, form DOA-3821b

CBA Financial Checklist - checklist of information for financial information spreadsheet, form DOA-3821b

CBA Training Reminders - one-page summary of process and information needed.

CBA Training Presentation by Helen McCain, Dec. 2007, Madison, Wisc.

UW‑Madison CBA Process

UW‑Madison Internal Policy and Procedures Number
IPP 60 Contractual Services

Classified Employee of Labor Costs

Office Of State Employment Relations - Reference Center
Classification specifications, surveys, and pay plan information

Classifications with appointment minimum and maximum hourly rates — calculate the average of the minimum and maximum rates to find the appointment midpoint rate, as required in the “Financial Information” spreadsheet.

Unclassified Employee Labor Costs

UW System Administration, Unclassified Personnel Guidelines, UPGs

UW System Budget Redbook, UW IP address required to access staff detail and salary information.

UW Fringe Benefit Rates for Extramural Support Funds

Faculty, academic staff, and classified staff fringe benefit rates for UW doctoral and cluster institutions. Use these rates for Line 2 of the the “Financial Information” spreadsheet.

Administrative Overhead Costs

For Line 3, use 15 percent, UW’s standard federal overhead rate.