Colleges and other university units should use these planning assumptions and this planning calendar in preparing their budgets for the upcoming fiscal year.
FY 27 Planning Assumptions
Composite Benefit Rates
- FY27 Composit Benefit Rates
- FY27 Benefit Rate Breakdown (coming soon)
- FY26 Composit Benefit Rates
- FY26 Benefit Rate Breakdown (archived)
University Overhead Rates
FY26 University Overhead Rates
Note the retention of the FY 25 overhead rate (5.04%) for All Other Earnings Units to be applied as well in FY 26
Regional Campus Service Charges
Plant Operations and Maintenance Rates
Direct Billed Utility Rates
AMCP Rate
- FY27 AMCP - 3.0%
For historical rates and charges, please contact your financial analyst.
FY26 Adaptive Planning Calendar
- Planning cycle includes three forecasting periods—FY 26 Summer Forecast is optional for green units
- Each plan/forecast version is uploaded to Workday for reporting
- Adaptive was reopened 06/06/25 for FY26 Summer Forecast
- FY26 Summer Forecasts were due 08/11/25
- 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 reopened for FY26 Autumn Forecast and Preliminary FY27 Plan on 9/19/25
- FY26 Autumn Forecasts and FY27 Preliminary Plans will be due 10/24/25
- FY26 Autumn Scorecards (including FY27 Plan Base Case) will be drafted, circulated and presented as part of the Annual Profile Meetings in November and December 2025
- Adaptive will be re-opened for FY26 Spring Forecast (and Final FY27 Plan) on January 23, 2026
- FY26 Spring Forecasts and FY27 Final Plans will be due on March 20, 2026
- FY27 Budget will be presented to the Board of Trustees for approval in May 2026
