CalPlanning HCP available

July 15, 2020

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. We have removed the planned 3% merit in HCP for monthly paid employees in non-represented job codes. Also, HCP has been updated with the approved CBR rates for FY21.  

Review more details about these CalPlanning updates in the July 2020 release notes.

Adjustments for planning purposes

When we opened the FY2020-21 Operating Budget in our HCP planning tool, the employee monthly pay rate was increased 3% to show the expected annual merit. Since then, a systemwide pay freeze for non-represented staff and faculty was announced in May. As it is important that we have an accurate view of our net operating results for decision-making, we have removed the planned 3% merit for monthly paid employees in non-represented job codes. We did not change the monthly pay rate displayed for any employee with an increase (or decrease) that does not equal to 3%.

New or to-be-hired employees starting in FY2020-21 in all job codes also remain unchanged.

Monthly pay rates for pooled positions and DeptID adjustments have not been changed. Planners should review pooled positions and DeptID adjustments and make changes if needed.

See examples in the July 2020 release notes.

Composite Benefit Rates 

The composite benefit rates (CBR) for FY2020-21 have been approved. The new values were effective as of July 1, 2020 and were updated in HCP on July 14, 2020. As a reminder, now that we have implemented UCPath, we follow a standard process for calculating rates led by UCOP and adopt their agreements with the federal government. More information about how the CBR rates are calculated is available on the Composite Benefit Rate webpage

See the Composite Benefit Rates, Fee Remission, GAEL, & UCRP rates used in HCP in the July 2020 release notes.

Please check the CalPlanning website for updates.

If you have questions, please contact the Help Desk at calplanhelp@berkeley.edu.