March 2025 Release Notes

March 7, 2025

March 2025 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. 

Enhancements include:

  • Changes to Budget Template form and R180 report to include an additional year of Actuals and Operating Budget for comparison purposes
  • Changes to the Strategic Use of Reserves Template form and R181 report to limit categories to Capital Projects (Non-centrally funded) and Other Strategic Purpose.
  • The new Expense Growth Model (EGM) report with divisional expense target information

Updates include:

  • FY2024-25 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.

FY2024-25 Forecast Working version will be updated with February actual data on Tuesday morning March 18 between 6 am and 9 am. See the CalPlanning website for details. 

Data in FY26 Operating Budget Working

In October 2024, FY25 Operating Budget Final was copied to FY26 Operating Budget Working. Please refer to the October 2024 release notes for additional details.

FY26 Operating Budget Working includes all of the updates that planners made through the morning of Feb 10, 2025, 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: Changes to the Budget Template form and R180 Report

Changes to Budget Template form and R180 report now include an additional year of Actuals and Operating Budget for comparison purposes.

Enhancement: Changes to the Strategic Use of Reserves Template form and R181 report

Changes to the Strategic Use of Reserves Template form and R181 report to limit categories to Capital Projects (Non-centrally funded) and Other Strategic Purpose.

Enhancement: New Expense Growth Model (EGM) Report

The new Expense Growth Model (EGM) report shows divisional Budget Template and Expense Growth Target information for the FY26 Operating Budget. The report also calculates amounts divisions may be over or under their Total Expense Growth Cap.

Accounting Change: 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, FY25 beginning balance for Membership Funds does not equal FY24 ending balance, hence FY25 beginning balance for Unrestricted and Current Funds Excluding Contract and Grants does not equal FY24 ending balance.

Funds moved from Contracts & Grants to Sales and Services effective as of 11/1/2023:

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, these funds have been moved under a new parent in the CalPlanning fund tree. Membership Funds, which is placed in the tree like this:

Current Funds

Unrestricted

Unrestricted Funds

Sales, Services & Other

Sales and Services Other Revenue

Membership Funds

Central Transfers

  • FY25 and FY26 Central Transfers and Commitments have been updated in CalPlanning from a combination of Actuals data and planned data from the Campus Commitment Database.
    • FY2024-25 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 FY26, FY27 and FY28 campus support for faculty salary and benefits.
  • Account 72210 Regents Endowment/FFE FY2024-25 Actual Payout has been copied to the FY2025-26 Operating Budget and increased by 3%. Information from University Development and Alumni Relations (UDAR) about fund performance is available in the FY2025-26 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 FY2025-26 Operating Budget and increased by 3%. Information from University Development and Alumni Relations (UDAR) about fund performance is available in the FY2025-26 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 FY25 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 FY25 and/or FY26 plans.

HCP data for FY25 Forecast was copied to FY26 Operating Budget with:

  • Monthly FY26 pay rates were increased by 3.7% over the FY25 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.
  • FY26 Pooled Position amounts were increased by 3.7% over the prior year. See the job code-to-pooled position mapping file.
  • Dept ID adjustments were not copied from FY25 to FY26.

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 Monday, 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 2/1/2025.
    • Salary increases and timing for FY26 in the Review HCM data to add to Plan data:

Employee Type

Union Code

FY26 Monthly Pay Rate Increase

Ladder-Rank Faculty

A1 & A2

3.7% range adjustment eff Oct 1
(subject to change, contingent on State support)

99 - Non-Represented
FX - Non-Senate Academic Research 

99
FX

3.7% increase eff Jul 1
(subject to change, contingent on State support)

CX - Clerical & Allied Services

CX

3.7% incr plus a step incr eff Jul 1

DX - Student Health Phys & Dentists

DX

4% incr plus 1% equity eff Jul 1

IX - Non-Senate Instructional

PA - Police Officers

IX

PA

4% increase eff Jul 1

LX - Professional Librarians

RA - Academic Researchers

LX

RA

3.5% incr eff Jul 1

GS - Berkeley Printing Trades

KB - Berkeley Skilled Craft

GS

KB

4% incr eff Oct 1

SX - Service

SX

step incr eff Jul 1

3% incr eff Oct 1

HX - Residual Health Care Prof

RX - Research Support Professionals

TX - Technical

HX

RX

TX

3% incr eff Jul 1
step incr eff Jan 1

NX - Registered Nurses

NX

step incr eff Jul 1
5% incr eff Jan 1

EX - Patient Care Technical

EX

step incr eff Jul 1
3% incr eff Apr 1 

PX - Post Doctoral Scholars

PX

Post Doc salary scales can be found on this UCOP website, Table 23.

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, 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.

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, training materials, and video 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

Keep an eye out for upcoming budget refresher course offerings on the Training page of the CalPlanning website. We will highlight new features, planning tips and answer users’ questions related to updating their budgets. Also see the training page for other upcoming training opportunities.

CalPlanning System Maintenance 

All of CalPlanning (CalRptg, HCPRptg, CalPlan and HCP and Smart View) will be unavailable for planned maintenance to apply required security patches on:

  • Wednesday, March 26, 10:30 pm to Thursday, March 27, 8:00 am
  • Saturday, March 29, 10:30 pm to Sunday, March 30, 11:59 pm
  • Wednesday, April 23, 10:30 pm to Thursday, April 24, 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)FY25 added on October 21, 2024

FY26 added on March 7, 2025

FY25

FY26

FY25

Rates used for planning
10/21/24 to 2/10/25

Academic

35.5%

36.8%

35.5%

Staff

42.8%

44.8%

42.8%

Limited (this includes Postdocs)

14.7%

15.3%

14.7%

Employees with No Benefit Eligibility

4.4%

5.0%

4.4%

Students

3%

2.3%

3%

Fee Remission by 

HCP Pooled Position Type per Semester

FY25 updated on October 21, 2024

FY26 added March 7, 2025

FY25

FY26

FY25

Rates used for planning
10/21/24 to 2/10/25

GSR - Resident

$11,284.00

$12,016.00

$11,284.00

GSR - Non-Resident

$18,835.00

$19,567.00

$18,835.00

GSI

$11,284.00

$12,016.00

$11,284.00

Reader/Tutor - Student

$11,284.00

$12,016.00

$11,284.00

GAEL & UCRP

GAEL & UCRP updated in CalPlanning
on March 7, 2025

FY25

FY26

FY25

Rates used for planning
GAEL 4/10/23 to 2/10/25

UCRP 10/21/24 to 2/10/25

General, Automobile, and Employment Liability (GAEL) rate

2.05%

2.35%

2.05%

University of California Retirement Plan (UCRP) Supplemental Allocation

0.66%

0.70%

0.68%

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 will be available starting in March 2025.