How to Process a Service Agreement
The Dean’s Office is working on a streamlined process and working to develop standard templates where possible. For now, send all service agreements to the efast@uw.edu with the title: [service agreement] [unit] [Customer Name] and include a contract template should the customer have a required template and a budget with pricing. If you have questions on how to budget a service agreement, you can contact the Director of Finance in the Dean’s Office (Erika Hargadine ehargad@uw.edu)
All service contracts will be signed by the Dean’s Office. Once the contracts are signed, the unit will be assigned an activity worktag to use with the contract. The unit will then attach the fully executed contract to a “Create Customer Contract” request in Workday. Service contracts will generally fall under the special operations cost center of each unit and the unit will use the activity worktag to track revenues and expenses. Units may assign optional program and/or assignee worktags as appropriate. The unit will generate a billing schedule and invoicing of the customer will generate from Workday.
How to Videos
Step 1: Find a Customer All Customers must be registered first in Workday.
Step 2: Initiate Customer Contract Task. A 5-minute video on initiating the task.
Step 3: Fill in Contract Information and Contract Details. A 5-minute video on how to fill out these fields
Step 4: Final Header Information Contract Amount, Revenue Allocation, and Additional Info [coming soon]