Colleges and other university units should use these planning assumptions and this planning calendar in preparing their budgets for the upcoming fiscal year.
FY 26 Planning Assumptions
Composite Benefit Rates
- FY26 Composit Benefit Rates
- FY26 Benefit Rate Breakdown (expected soon)
- FY25 Benefit Rate Breakdown (archived)
University Overhead Rates
Regional Campus Service Charges
Plant Operations and Maintenance Rates
- FY26 Plant Operations and Maintenance Rates (expected soon)
- FY25 Plant Operations and Maintenance Rates
Direct Billed Utility Rates
- FY26 Direct Billed Utility Rates (expected soon)
- FY25 Direct Billed Utility Rates
AMCP Rate
- FY26 AMCP - 3.5%
For historical rates and charges, please contact your financial analyst.
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) on January 24, 2025
- FY25 Spring Forecasts and FY26 Plans will be due on March 7, 2025
