September 2025 CalPlanning Release Notes

September 16, 2025

September 2025 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are now fully accessible with the FY26 Forecast and a preliminary version of the FY27 Operating Budget available for planning. 

We used data from CalPlanning FY26 Operating Budget Final as sources for FY26 Forecast and FY27 Operating Budget. Note: the FY27 Operating Budget has not officially launched and therefore no budget assumptions have been built into the FY27 Operating Budget. We are providing access to the budget in case you would like to get a head start on some internal budgeting work. 

Enhancements include:

  • The newly available HCP003 report compares Job Code titles Actual payroll trends based on 5-year CAGR.

Updates include:

  • FY2025-26 Forecast Working version Actuals through August
  • Newly approved DeptID and org tree changes submitted as of August 22nd were applied to CalPlan and HCP.
  • Revised COLA and CBR amounts for FY26 

FY2025-26 Forecast Working version will be updated with September actual data on Monday morning October 13. See the CalPlanning website for details. 

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: Salary and Wage CAGRs - the New HCP003 Report

The HCP003 report is accessible to all CalPlanning users and shows 5-year compound annual growth rate (CAGR) information for Salary and Wages by Job Code at an Org Level between L1 and L7. 

Overview of FY26 Forecast and FY27 Operating Budget

1. Data Sources

We copied the FY26 Operating Budget Working to Final version.

We copied the FY26 Operating Budget Final version to both the FY26 Forecast and FY27 Operating Budget:

  • FY26 Forecast Working and FY27 Operating Budget Initial are available for reporting
  • FY26 Forecast Working and FY27 Operating Budget Working are available for editing and reporting

2. Differences between FY26 Operating Budget Final, FY26 Forecast Working, and FY27 Operating Budget Working

The FY26 Forecast Working and current FY27 Operating Budget Working versions are nearly identical to the FY26 Operating Budget Final version except for these differences:

  • FY26 Forecast Working 
    • Beginning Balance, July and August periods are Actualized
    • Central transfer accounts are updated with a combination of Actuals for July and August and FY26 Operating Budget Final amounts for September to July. In mid-October FY26 Forecast Working central transfer accounts will be updated from the Campus Commitment Database.

  • FY27 Operating Budget Working* 
    • CalPlan
      • Beginning Balance equals FY26 Forecast Working Version Ending Balance and will be updated as changes are made to the Forecast
      • Central transfer accounts are copied from FY26 Operating Budget Final 
      • Form A Accounts in the 71xxx series are copied from FY26 Operating Budget Final and will be updated again with Form A data provided by the DFLs during the budget process later this year
      • FY27 compensation data that would normally be pushed from HCP is a static copy from FY26 Operating Budget Final
    • HCP
      • HCP data for FY27 is blank pending UCOP decisions regarding merit increases and will be populated when we open the Operating Budget

*Note: this is a preliminary version of the FY27 Operating Budget; the FY27 budget has not officially launched nor have assumptions been finalized. 

3. HCP copy from FY26 to FY27

  • HCP data for FY26 Forecast Working version includes the following:
    • Actualized July through August periods
    • FY26 Fee remission rates have been updated to the final rate
    • GAEL remains at the planned value for the year 
  • HCP data for FY27 Operating Budget Working version was created in the following manner:
    • HCP data for FY27 is blank pending UCOP decisions regarding merit increases and will be populated when we open the Operating Budget
    • Dept ID adjustments were not copied from FY26 to FY27
  • Fee remission rates have been updated for FY26 and FY27 in CalPlanning. The rates are listed below.

The table below outlines what was seeded in the FY26 Forecast Working and FY27 Operating Budget.

FY26 Forecast Working 

HCP 

July 2025 to August 2025 overwritten with Actual data for all accounts

HCP September 2025 to June 2026

  • HCP data from FY26 Operating Budget final version for individual employees, pooled positions, and DeptID adjustments.
  • Updated fee remission rates applied.

*Compensation in this context includes fee remissions

FY27 Operating Budget Working

HCP July 2026 to June 2027

  • HCP data for FY27 is blank pending UCOP decisions regarding merit increases and will be populated when we open the Operating Budget

4. 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.

  • The "Review HCM data to add to Plan" task and forms are available.
    • The HCM data is from UCPath on the night of Wednesday, August 27. 
  • 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 8/1/2025.

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. Make note of To Be Hired data (i.e. export the forms to Excel) in case you need to re-enter it.

See the Review HCM Data to Add to Plan job aid, the training materials, and video for details on how to use this functionality.

5. Central Transfer Accounts Update

Central Transfers accounts in CalPlan and Intersection Detail Reports are expected to be updated for the FY26 forecast starting next month. A new set of IDRs will be available after Friday, October 25.

5. Actualized Forecast

With the Actualized Forecast process at the close of each month, we overwrite the Forecast values with Actuals data from BFS for all accounts: non-compensation accounts in CalPlan and compensation accounts in HCP.

The closed months of the FY26 Forecast Working now reflect actual data. 

6. FY26 Beginning Balance Details

Beginning Balances reported in CalPlan and CalRptg contain data seeded from BFS FY26 period 0 Actuals.

For most funds, Beginning Balances do not contain period 0 temporary budget (f.k.a. “TempBudg”) amounts. Only a small number of Contract and Grant (C&G) funds, including Financial Aid and Federal Appropriation funds, have continued to use TempBudg in BFS since the C&G implementation, so their Beginning Balances continue to include Period 0 TempBudg and Actuals in CalPlanning.

These ranges are as follows:

  • Financial Aid Funds (ranges 23513-23548, 23601-23603, and 33980-33990)
  • Federal Appropriation Funds (ranges 21000-21099 and 33870-33899)

Known issue: Membership Funds FY26 beginning balance does not equal FY25 ending balance. This is due to the movement of Membership Funds out of Contract and Grant (C&G) funds during FY25 and some additional journals that the Controller's Office processed at the beginning of FY26. 

NOTE: Data for inactive Contract and Grant (C&G) funds are excluded from CalPlanning for FY26 Beginning Balances.

7. Budget Template

For Budget Template reports from the FY26 Operating Budget cycle, use the R180 - 2026 Budget Cycle Template and R181 - 2026 Budget Cycle Use of Reserves reports. 

The Budget Template for the FY27 Operating Budget cycle will be made available when we officially launch the FY27 Operating Budget later this fiscal year.

8. Fund Mapping Change: Gift Funds to Endowment Funds

After a preliminary fund review, 191 funds that were originally mapped to Restricted Gifts in the CalPlanning Fund tree have been mapped to Restricted Endowments and FFEs. Of those 191 funds, 171 were mapped to Restricted Foundation Endowments and 14 to Restricted Foundation FFE.

Reminder: the complete mapping of funds to the CalPlanning Fund tree is updated every month, during month close.

Restricted Foundation Endowments funds that were previously mapped as Gift Funds

41388 W6731 Center for Evaluation of

41519 W6407 Schneider Chair in Phy

41520 W6410 Barbro Osher Chair

41522 W6482 Siebel Chair/Stem Cell R

41526 W6178 PROFESSOR THEODORE COHN

41528 W6181 Fung Berkeley Hope Schol

41529 W6193 LIGON FUND FOR THE STUDY

41532 W6180 Oswalt Survey/Calif Lang

41708 W7533 G BEHARI LAL-GRANT-N-AID

41931 W8504 BANCROFT LIBRARY-ANONY

42619 W8692 College of Engineering F

42672 W8601 M. Kathryn Scott Memoria

42675 W8261 Mr. & Mrs. Pai Ruchu Pr

42676 W8283 Pai Ruchu Fellowship in

42735 W8705 Gilbert Endowment for th

42745 W8702 The Fund is an endowment

42751 W8704 Kumakura Center for Japa

42754 W8447 Osterweis & Ravizza Fell

42756 W8419 Gong Sociology Scholarsh

42763 W8706 Chandra Memorial Fund fo

42764 W8474 Pivotal Life Sciences Ch

42816 W6235 J & D KILKENNY CHANCELLO

42819 W8070 Randi A Engle Innovation

42891 W6941 Mark O'Brien Memorial Fu

42945 W8708 Meyer Family Field Hocke

42947 W8481 Weisman Fiat Lux Scholar

42948 W8698 Foster Functional Genomi

42952 W8709 Thomas Memorial Award

42961 W8710 Leung Memorial Undergrad

42963 W8711 Cal Rugby Endowment Fund

42964 W8712 Endowment for the Dept.

42965 W8713 Bennett Alumni Scholarsh

43064 W5107 TANG BERK SCHOLARS PROG

43432 W5169 SAX BRIAN M PRZ EXCELL

45179 W8715 Endowment for the Berger

45180 W8483 Wong Family Trust Schola

45186 W8484 Kao Family’s Fiat Lux S

45188 W8485 Shohara-Arakawa Scholars

45190 W8716 Fong Director of Field H

45192 W8717 Hind Director's Fund

45193 W8473 Tien-Modak Chancellor’s

45474 W8084 Santa Clara County Alum

45612 W8719 Newmark Award Endowment

45615 W8720 Howe Fund in Memory of H

45620 W8721 Class of 1965 Professors

45621 W8722 Haas Dean’s Entrepreneu

45622 W8723 Haas Faculty Endowment

45624 W8284 Ubhaya Memorial Fellowsh

45625 W8486 Louie Fiat Lux Scholarsh

45626 W8724 Lars Erling Jacobsen Sch

45627 W8725 Gall Psychology Support

45631 W8428 Clark Fellowship in the

45633 W8726 Schmidt Graduate Fellows

45634 W8727 Lerdal Family Basic Need

45636 W8728 Packard Memorial Scholar

45637 W8487 Sabnis-Moy Scholarship

45639 W8729 Pomerantz Endowment Fund

45640 W8488 Martin Scholarship in En

45642 W8730 Alumni of the Years Awar

45645 W8731 Friedman Scholarship Fun

45646 W8732 CED Social Housing Fund

45647 W8733 Ngan Family Undergraduat

45664 W8734 Travers Family Football

45725 W8634 S. Shankar Sastry Profes

46428 W8735 Slakey Howell Memorial F

46430 W8736 Kranenburg Memorial Cal

46431 W8737 Kerr Family Scholarship

46471 W8123 Katagiri Fund

47380 ALLAN PRED GRAD FELLOWSHIP-CRI

47512 W8738 Dong Koo Kim Chancellor

47523 W8739 Kerr Fund

47524 W8489 Robertson Regents' and

47528 W8740 Rausser Fund

47529 W8741 Rausser Chair in Agricul

47530 W8742 Rausser/Zilberman MDP F

47637 W8743 Seward Family Undergradu

47640 W8744 Ziegler Fund

47650 W8745 Childers Scholarship

47657 W8746 Kirk Chi-Kong Lee Memori

47677 W8749 Wallace Endowed Fund for

47688 W3100 Hawthorn Fllwshp in Comp

47689 W3101 Scott Fllwshp in Computi

47785 W8752 Schroffel Family Scholar

47786 W8753 Kerby-Miller Jr. ’80 Al

47787 W8754 Kerby-Miller ’54 Achiev

47788 W8756 Kerby-Miller ’54 Women

47794 W8755 Kerby-Miller ’54 Phi Be

47997 W8757 Lifchez Professor of Pra

47998 W8758 Grimes M.E.T. Chancellor

48004 W8760 Haas Scholars Program En

48006 W8761 Reynolds Student Support

48008 W3102 Tang & Smith Grad Fellow

48009 W3102 Tang & Smith Grad Fellow

48011 W8762 Briggs Endowment for CS

48018 W8448 Dabby STEM Fund in the S

48019 W8429 Dabby Arts & Humanities

48020 W8763 Bingham Rugby Back Row E

48022 W8764 Sabharwal Endowed Fund f

48025 W3104 Templeton Fellowship

48126 W8656 Sarguis Fund for Modern

48228 W8660 Sulack Family Leadership

48849 W8765 Shwayder Philosophy Priz

48855 W8420 Lassen Fiat Lux Scholars

48860 W8766 Robinson LSBE Scholarshi

48868 W8767 Muller Fellowship

48981 W6154 Matthew Lempres Und. Fun

48982 W6153 Edwin and Margaret Lee F

48983 W6149 J. Keith and Janice W. G

48984 W6158 The Class of 2008 Schola

48985 W6140 The Candy Keller Fund

48986 W6404 James & Neeltje Tretter

48987 W5866 The James & Khadija

48988 W6168 The Micheline Maccario F

48989 W6169 CHINESE CHAPTER, WANG,

48990 W6170 Lisa Tobias Memorial Ach

48994 W6165 MASLACH, FUND IN SOCIAL

48995 W6405 The Dr. C.F Koo Endowed

48996 W6171 The Chemistry Dep. Fello

48997 W6173 Jeffrey and Cynthia Ko F

48998 W6174 Zilberman Graduate Stude

48999 W6175 Darleane C. Hoffman Fund

49001 W6408 James H Simons Chair

49002 W6481 craigslist Chair/New Med

49003 W6162 Judith E. Gruber Faculty

49005 W6177 Allen and Emily Man Fund

49012 W6152 Bangert Berkeley Hope Sc

49081 W6147: The Ausfahl Family Fund

49085 W5909 JAY D. MCEVOY CHAIR

49086 W6143 CORINNE S. CRAWFORD FUD

49116 W6271 WHEELER FUND

49236 W8768 Kern Chancellor’s Chair

49244 Lasich Chair/Financial Markets

49245 W6670 Dorough, Jr. Endowed Cha

49246 W6740 Eckstein/Rutenburg AHMA

49247 W6758 Berkeley Engr Mentorship

49248 W7262 Kuranoff Memorial Schola

49249 W8633 Nyswander Fund

49252 W8769 Bischoff Scholarship Fun

49284 W8159 Theodora K. Anglim, Jame

49296 W8165 Stephen C. Pepper Gradua

49640 W8037 Class of 1959 Scholarshi

49704 W8607 Brian and John Frantz Ru

49776 W8476 Clough Presidential Chai

49832 W8128 Sydney Kustu Memorial Fu

49846 W8129 Goldman Memorial Prize F

50349 W6887 Patricia Riley Alves Mem

50640 W8380 Gilbert F. Rankin, Jr. F

50641 W8381 Raymond H. Berner Gradua

50680 W8391 Gerald and Beverly Bocci

50750 W8522 David Chandler Lecture F

50826 W6511 Panhellenic Council Lead

51123 Desmond Clark Graduate Fellows

51222 The Peter E. Haas Public Servi

51278 W6741 Patel Family Scholarship

51442 W8028 Rosenfeld Award for Ener

51459 Miranda Heller Teaching Fellow

51624 W8081 Hans J. Jensen 1948 Olym

51895 W8528 Craig Weinstein Disting

51898 W8531 Emmaus Road Scholarship

51920 W8536 Galloway Fellows Fund

52013 W8549 McCreight Chancellor’s

52085 W8771 Alvarez Endowment in Soc

52093 W8772 Berkeley Changemaker End

52097 W8774 Herst Professorship in P

52098 W8775 Herst Endowed Program Fu

52526 W4115 Honorable G. William & A

52528 W8321 Cal Cybersecurity Resea

52697 W8309 Hansoo Lee Fellowship

52709 W6801 Kenneth Camino Memorial

52717 W6838 Jill Costello Memorial A

52781 W8555 Andy R. Neureuther Fello

52822 W8563 Bruce Geoffrey Cohen Mem

52850 W8336 Kris Yao Fellowship in A

52896 W8388 David A. Dornfeld Fellow

52981 W8573 Apte and Brown Family Sc

53141 W8585 Robert E. and Beverly A.

54453 FONG FAMILY AWARD IN EECS

Restricted Foundation FFE funds that were previously mapped as Gift Funds

40671 W4104 Edward M. Nagel Graduate

41246 W6229 DMTR VLAHOS MEMALTRL AWD

42610 W4101 UCMP Education and Outre

42755 W4144 Business School Building

44262 W4107 Kadish Fund for Morality

45195 W4145 Hall Family Fellowship

45199 W4809 Sedran Prizes and Speake

46419 W4145 UCB Weill Neurohub Endow

47190 W4804 Scott Family Scholarship

47308 W5956 SERGE LANG UNDERGRAD LEC

49000 W6406 SCHNEIDER, T.A. CHAIR IN

50126 W4126 Judith A. Snyder Scholar

52688 W4105 Robert J. and Mary Cathe

54782 U0712 Study Abroad General Sup

Details for Reference

Composite Benefit Rates, Fee Remission, and GAEL

Composite Benefit Rates and GAEL have been updated for planning purposes. Fee remission rates were updated with newer rates. 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 CBR rates added on August 1, 2025

FY26

FY26

Rates used for planning from 3/7/25 to 5/2/25 prior to UCOP rate change

Academic

35.9%

36.8%

Staff

44.0%

44.8%

Limited (this includes Postdocs)

15.2%

15.3%

Employees with No Benefit Eligibility

4.9%

5.0%

Students

2.3%

2.3%

Fee Remission by 

HCP Pooled Position Type per Semester

updated in CalPlanning on September 15, 2025

FY26

FY26

Rates used for planning
3/7/25 to 5/2/25

GSR - Resident

$12,380.75

$12,016.00

GSR - Non-Resident

$19,931.75

$19,567.00

GSI

$12,380.75

$12,016.00

Reader/Tutor - Student

$12,380.75

$12,016.00

GAEL & UCRP

GAEL & UCRP updated in CalPlanning
on September 15, 2025

FY26

FY26

Rates used for planning
3/7/25 to 5/2/25

General, Automobile, and Employment Liability (GAEL) rate

2.35%

2.35%

University of California Retirement Plan (UCRP) Supplemental Allocation

0.70%

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 will be available starting in September 2025.