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
University Overhead Rates
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.
FY 27 Adaptive Planning Calendar
- Planning cycle includes three forecasting periods—FY 27 Summer Forecast is optional for all units
- Each plan/forecast version is uploaded to Workday for reporting
- Adaptive was reopened for FY 27 Summer Forecast on June 8, 2026
- FY 27 Summer Forecasts will be due August 14, 2026
- 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 FY 27 Autumn Forecast and Preliminary FY 28 Plan on September 18, 2026
- FY 27 Autumn Forecasts and FY 28 Preliminary Plans will be due October 23, 2026
- FY 27 Autumn Scorecards (including FY 28 Plan Base Case) will be drafted, circulated, and presented as part of the Annual Profile Meetings in November and December 2026
- Adaptive will be re-opened for FY 27 Spring Forecast (and Final FY 28 Plan) no later than January 26, 2027
- FY 27 Spring Forecasts and FY 28 Final Plans will be due March 5, 2027
- FY 28 Budget will be presented to the Board of Trustees for approval during Summer 2027—later cycle due to biennial state budget process
