Staffing Rate Card and Markup Controls Kit

Rates drift when role definitions are unclear and markups are not governed.

This kit installs a rate and markup policy so:

• role levels are standardized
• vendor markups are visible
• overtime rules are consistent
• exceptions are documented and limited

What you will produce

1. Role taxonomy for contingent labor
2. Rate card by role and level
3. Markup policy and exception rules
4. Overtime and premium time rules
5. Rate exception request template

Step-by-step implementation

Step 1: Standardize role definitions

If you cannot classify the role, you cannot control the rate.

Step 2: Set rate bands and markups

Use tiers if needed, but keep it enforceable.

Step 3: Define overtime rules

Overtime should not be a surprise.

Step 4: Define exception approvals

Make exceptions visible and owned.

Templates

A) Role taxonomy (copy and paste)

Copyable template (TEXT)
Copy
Contingent Role Taxonomy

Role family:
- Role level:
  - Standard responsibilities:
  - Required skills:
  - Typical experience range:
  - Approved rate band:

B) Rate card and markup policy (copy and paste)

Copyable template (TEXT)
Copy
Staffing Rate Card and Markup Policy

Owner:
Effective date:

Rate card (bill rates)
- Role level 1: $__
- Role level 2: $__
- Role level 3: $__

Markup policy
- Standard markup cap: __ percent
- Markup must be disclosed on invoices or rate sheets

Overtime policy
- Overtime requires pre-approval
- Overtime multiplier allowed: __
- Weekend or holiday premiums require pre-approval

Exceptions
- Any bill rate above the rate card requires approval
- Any markup above the cap requires approval
- All exceptions must reference the approved request

C) Rate exception request (copy and paste)

Copyable template (TEXT)
Copy
Rate or Markup Exception Request

Requester:
Worker:
Vendor:
Role level:
Requested bill rate:
Requested markup:
Reason for exception:
Duration of exception:
Approver:
Decision:

Common failure modes

• vendors rename roles to justify higher rates
• markups are hidden inside blended rates
• overtime becomes normal instead of exception-based