March 9, 2026
March 2026 CalPlanning Release Notes
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.
Enhancements include:
- New To Be Hired types: New or Replacement
Updates include:
- FY2025-26 Forecast Working version has January Actuals
- Central Transfer accounts updated
- Annual removal of DeptIDs for planning has been completed
- Updated UCPath HCM data is available for planners to review and selectively copy to HCP
Please remember: When the "Copy HCM by Entity to Plan" is used by the planner, ALL "To Be Hired" data will be cleared in that entity. Before using this functionality, we suggest exporting the data for Monthly Pay Rate and Distributions to Excel in case you need to re-enter it.
FY2025-26 Forecast Working version will be updated with February actual data on Tuesday morning March 17 between 6 am and 9 am. See the CalPlanning website for details.
DFLs can request Chart1 members to be added for planning in CalPlan/HCP by email to calplanhelp@berkeley.edu . Submit your request by March 11 so they could be added on March 17 or by April 8 so they can be added on April 14.
Actions required after CalPlanning upgrade
If you have not used CalPlanning or Smart View since we upgraded CalPlanning in November 2025, please review the CalPlanning Upgrade Job Aid for details about actions users need to take, including connecting your saved Smart View queries to the servers post-upgrade and Smart View private connections.
Data in FY27 Operating Budget Working
In September 2025, FY26 Operating Budget Final was copied to FY27 Operating Budget Working. Please refer to the September 2025 release notes for additional details.
FY27 Operating Budget Working includes all of the updates that planners made through the morning of Feb 9, 2026, with changes to Central Transfers & Commitments and compensation data pushed from HCP (details below).
Recommended MyOrg Preferences
To help make the CalPlan and HCP forms perform more quickly for you, we suggest that you set your preferences as:
- CalPlan MyOrg preference to an L3 org or below
- HCP MyOrg preference to an L5 or L6 or L7 org
This will bring back fewer intersections to display in your form and improve performance for everyone.
Enhancement: To Be Hired Types
To improve workforce planning for the FY2026-27 cycle all “to be hired” positions entered into Cal Planning for next year’s budget should be labeled as either “Replacement” or “New” in the “TBH_Type” tab in HCP. A “New” position is a role that does not currently exist in the approved staffing plan and represents an increase in authorized headcount. It is typically created to support new programs, expanded services, increased workload, regulatory requirements, or strategic initiatives. A “Replacement” position is a role that already exists but has become vacant due to resignation, retirement, promotion, reassignment, or termination. Filling a replacement position does not increase overall headcount; it restores capacity previously authorized and budgeted.
Membership Funds Moved from Contracts & Grants to Sales & Service
Due to an accounting change that went into effect on November 1, 2023, affiliate membership fee revenue previously recognized as Contracts & Grants will now count towards Sales and Services. Due to this transition, FY26 beginning balance for Membership Funds does not equal FY25 ending balance, hence FY26 beginning balance for Unrestricted and Current Funds Excluding Contract and Grants does not equal FY25 ending balance.
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Funds moved from Contracts & Grants to Sales and Services effective as of 11/1/2023: |
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25584, 25900, 58125, 59297, 59822, 59989, 62871, 63479, 78452, 85458, 85988, 85989, 86129, 86169, 86199, 86215, 86260, 86264, 86337, 86340, 86436, 86439, 86449, 86459, 86469, 86499, 94210, 94213, 94990, 96150, 96200, 96360, 96438, 96477, 96498 |
In CalRptg, Membership Funds are placed in the CalPlanning fund tree like this:
Current Funds
Unrestricted
Unrestricted Funds
Sales, Services & Other
Sales and Services Other Revenue
Membership Funds
Central Transfers
- FY26 and FY27 Central Transfers and Commitments have been updated in CalPlanning from a combination of Actuals data and planned data from the Campus Commitment Database.
- FY2025-26 general allocation accounts 71110, 71290, and 75101 were seeded with permanent budget data to the C1_GENALC general allocation Chart1 member.
- Accounts in the Campus Support 712xx, 713xx, and 714xx series have been updated with the most recent commitments data available by the Financial Planning & Analysis team for open periods for both planning years. (Inclusion in the commitment database does not guarantee future funding. All amounts are subject to change.) Data in these accounts for closed periods reflects actual transacted commitments.
- Form A Accounts in the 71xxx series have been cleared and will be updated again later this month with Form A data provided by the DFLs for both planning years to the C1_FORMA1 and C1_FORMA2 Form A Chart1 members. The Form A process will be used to update FY27, FY28 and FY29 campus support for faculty salary and benefits.
- Account 72210 Regents Endowment/FFE FY2025-26 Actual Payout has been copied to the FY2026-27 Operating Budget and increased by 3.45%. Information from University Development and Alumni Relations (UDAR) about fund performance is available in the FY2026-27 Budget guidelines and assumptions for potential planner adjustments.
UC Berkeley Foundation Endowment Income
Account 44013 - UCBF Endow Income - Restricted has been added to CalPlan for planning purposes.
The past 12 months of closed Actuals for account 44013 have been copied to the FY2026-27 Operating Budget and increased by 3.45%. Information from University Development and Alumni Relations (UDAR) about fund performance is available in the FY2026-27 Budget guidelines and assumptions for potential planner adjustments.
Dept ID Inactivation
We applied changes for DeptIDs that are in the process of being inactivated. Actuals remain in the original entity but the Forecast and Operating Budget amounts have been moved to the mapped entity.
For the list of already inactive DeptIDs as well as DeptIDs planned for inactivation, go to the DeptID planned for inactivation in CalPlanning webpage and select DeptID status in the CalPlan list.
Current status of HCP data
Currently, HCP data for FY26 is the same as the morning of Monday, February 10, when we took the system down for the release work. You may choose to use the "Review HCM data to add to Plan" dataset (described below) to update your FY26 and/or FY27 plans.
HCP data for FY26 Forecast was copied to FY27 Operating Budget with:
- Monthly FY27 pay rates were increased by 3.0% over the FY26 June pay rate for individually-planned employee positions and to-be-hired positions for all employees, regardless of union. Use the Review HCM to Add to Plan task and forms to apply various amounts by union.
- FY27 Pooled Position amounts were increased by 3.0% over the prior year. See the job code-to-pooled position mapping file.
- Dept ID adjustments were not copied from FY26 to FY27.
Review HCM data to add to Plan
The Review HCM data to add to Plan task and forms can be helpful for updating your plan: with the current and future pay rates and distributions for existing employees, with new hires and transfers into your department, and with employees who have left your department and should be removed from your plan. Planners are encouraged to regularly review and copy HCM data to HCP to ensure periodic increases are accurately captured in their forecasts.
- The Review HCM data to add to Plan task and forms are available.
- The HCM data is from UCPath on the night of Tuesday, February 10.
- The HCM data was modified in the following ways to minimize manual correction for planners:
- Salaries for employees paid over 10 months corrected to remove the need for manual salary adjustments. HCP spreads annual salaries over 12 months. Employees with ‘1/10’ in their titles had their annual salary multiplied by 12/10 so that the 12-month spread and annual salary are correctly calculated.
- Employees with end dates were extended, except contract appointment employees and employees who separated or were on unpaid leave before 2/1/2026.
- Salary increases and timing for FY27 in the Review HCM data to add to Plan data:
|
Employee Type |
Union Code |
FY27 Monthly Pay Rate Increase |
|
Ladder-Rank Faculty |
A1 & A2 |
3.0% range adjustment eff Oct 1 |
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99 - Non-Represented |
99 |
3.0% increase eff Jul 1 |
|
CX - Clerical & Allied Services |
CX |
3.0% incr plus a step incr eff Jul 1 |
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DX - Student Health Phys & Dentists IX - Non-Senate Instructional PA - Police Officers RA - Academic Researchers |
DX IX PA RA |
4% increase eff Jul 1 |
|
LX - Professional Librarians |
LX |
3.0% incr eff Jul 1 |
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GS - Berkeley Printing Trades KB - Berkeley Skilled Craft |
GS KB |
4% incr eff Oct 1 |
|
SX - Service |
SX |
7% incr eff Jul 1 |
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HX - Residual Health Care Prof RX - Research Support Professionals TX - Technical |
HX RX TX |
3% incr eff Jul 1 |
|
NX - Registered Nurses |
NX |
step incr eff Jul 1 |
|
EX - Patient Care Technical |
EX |
7% incr eff Jul 1 |
|
PX - Post Doctoral Scholars |
PX |
Post Doc salary scales can be found on this UCOP website, Table 23. |
|
RP - Research and Public Service Professionals SV - Student Services and Advising Professionals |
RP SV |
3.0% increase eff Jul 1 |
Additional notes
- BX - Academic Student Employees & BR - Graduate Student Researchers employees are in pooled positions. See the Current Rates (BX) website for salary scale information.
- In cases where a union contract is expiring (CX, GS, IX, KB, PA), the salary increase from the prior year is planned forward for budgeting purposes. You may need to update your budget plan as new union contracts are negotiated and ratified.
- As of early February 2026, several union contracts (EX, HX, RX, SX, TX) had been recently ratified with the compensation details not yet available on the UCOP Collective Bargaining Agreements web page. For the purposes of budget planning, we used the latest UCOP offer information available. You may need to update your budget plan when new contract details are made available.
- RP - Research and Public Service Professionals and SV - Student Services and Advising Professionals are two newly formed units with negotiations in progress as of early February 2026. For the purposes of budget planning only, RP and SV are planned with the same increase and timing as 99 - Non-Represented. You may need to update your budget plan when new contract details are made available.
REMINDER: When the Copy HCM by Entity to Plan is used by the planner, ALL To Be Hired data will be cleared in that entity. Make note of To Be Hired data by exporting the forms to Excel should you need to re-enter it.
See the Review HCM Data to Add to Plan job aid and training materials for details on how to use this functionality.
Reminder About Planning Employee Compensation in HCP
If you are not seeing the expected calculated salary expense for your employees, make sure that a monthly salary rate and distribution exist for the employee, DeptID, job code combination in the Manage Existing Employees and Job Codes form. You can also use the Review HCM Data to Add to Plan form to update the current HCM monthly pay and distribution to your HCP plan.
Refresher Training
Our FY27 Budget Refresher is a one hour update that reviews what is already in the FY27 budget, highlights new features, shares planning tips, and answers users’ questions related to updating their budgets. Three identical sessions are scheduled for your convenience. Follow a link to add the session to your calendar. It is not necessary to register in advance.
See the training page for instructor-led and self-study resources to learn to use CalPlanning and Smart View.
CalPlanning System Maintenance
All of CalPlanning (CalRptg, HCPRptg, CalPlan and HCP and Smart View) will be unavailable for planned maintenance on:
- Monday, March 23, 12:01 am to 8:00 am
- Monday, April 27, 12:01 am to 8:00 am
Details for Reference
Composite Benefit Rates, Fee Remission, GAEL, UCRP
Composite Benefit Rates and GAEL have been updated for planning purposes. Fee remission rates were updated with newer rates in January. UCRP is calculated for Current Funds excluding Contracts & Grants.
As a reminder, since implementing UCPath we follow a standard process for calculating rates led by UCOP and will adopt their agreements with the federal government. More information about how the CBR rates are calculated is available on the Composite Benefit Rate webpage.
|
Composite Benefit Rates (CBR)FY26 added on September 16, 2025 FY27 added on March 6, 2026 |
FY26 |
FY27 |
FY26 Rates used for planning |
|
Academic |
35.9% |
38.5% |
35.9% |
|
Staff |
44.0% |
46.6% |
44.0% |
|
Limited (this includes Postdocs) |
15.2% |
14.6% |
15.2% |
|
Employees with No Benefit Eligibility |
4.9% |
5.8% |
4.9% |
|
Students |
2.3% |
2.3% |
2.3% |
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Fee Remission by HCP Pooled Position Type per Semester FY26 updated on March 7, 2025 FY27 added March 7, 2025 |
FY26 |
FY27 |
FY26 Rates used for planning |
|
GSR - Resident |
$12,380.75 |
$13,328.00 |
$12,380.75 |
|
GSR - Non-Resident |
$19,931.75 |
$20,879.00 |
$19,931.75 |
|
GSI |
$12,380.75 |
$13,328.00 |
$12,380.75 |
|
Reader/Tutor - Student |
$12,380.75 |
$13,328.00 |
$12,380.75 |
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GAEL & UCRP GAEL & UCRP updated in CalPlanning |
FY26 |
FY27 |
FY26 Rates used for planning |
|
General, Automobile, and Employment Liability (GAEL) rate |
2.35% |
2.75% |
2.35% |
|
University of California Retirement Plan (UCRP) Supplemental Allocation |
0.70% |
0.68% |
0.70% |
See the Composite Benefit Rates (CBR), General, Automobile, and Employment Liability (GAEL), and UCRP Supplemental Interest Assessment websites for more information.
Training and Documentation
Self-study training materials are available on the Training page of the CalPlanning website for new users and those who would like to refresh their knowledge. Instructor-led training is available in March 2026.