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
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
- FY26 AMCP - 3.5%
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 re-opened 06/06/25 for FY26 Summer Forecast
- FY26 Summer Forecasts will be 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 re-opened for FY26 Autumn Forecast in mid-September 2025
- FY26 Autumn Forecasts will be due in mid-October 2025
- FY26 Autumn Scorecards 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 FY27 Plan) in late January 2026
- FY26 Spring Forecasts and FY27 Plans will be due in early March 2026
