Budget Calendar and Assumptions

Colleges and other university units should use these planning assumptions and this planning calendar in preparing their budgets for the upcoming fiscal year.

FY 25 Planning Assumptions

Composite Benefit Rates

University Overhead Rates

Regional Campus Service Charges

Plant Operations and Maintenance Rates

Direct Billed Utility Rates

AMCP Rate

  • FY25 AMCP - 3.5%

FY25 Adaptive Planning Calendar

  • Planning cycle includes three forecasting periods—FY 25 Summer Forecast is optional for green units
  • Each plan/forecast version is uploaded to Workday for reporting
  • Adaptive was re-opened 6/20/24 for FY25 Summer Forecast
  • FY25 Summer Forecasts will be due 8/15/24
  • Adaptive will be open for input all year, except for a two-week period at the end of each forecast cycle for review and data administration
  • Adaptive will be re-opened for FY25 Autumn Forecast in mid-September 2024
  • FY25 Autumn Forecasts will be due in mid-October 2024
  • FY25 Autumn Scorecards will be drafted, circulated and presented as part of the Annual Profile Meetings in November and December 2024
  • Adaptive will be re-opened for FY25 Spring Forecast (and FY26 Plan) in January 2025
  • FY25 Spring Forecasts and FY26 Plans will be due in early March 2025

Adaptive planning calendar image