September 2026 CalPlanning Release Notes

September 18, 2026

September 2026 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are now fully accessible with the FY27 Forecast and a preliminary version of the FY28 Operating Budget available for planning. 

We used data from CalPlanning FY27 Operating Budget Final as sources for FY27 Forecast and FY28 Operating Budget. Note: the FY28 Operating Budget has not officially launched and therefore no budget assumptions have been built into the FY28 Operating Budget. We are providing access to the budget in case you would like to get a head start on some internal budgeting work. 

Updates include:

  • FY2026-27 Forecast Working version Actuals through August
  • Newly approved DeptID and org tree changes input into BFS as of September 15 were applied to CalPlan and HCP.

FY2026-27 Forecast Working version will be updated with September actual data on Monday morning October 14. 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.

Overview of FY27 Forecast and FY28 Operating Budget

1. Data Sources

We copied the FY27 Operating Budget Working to Final version.

We copied the FY27 Operating Budget Final version to both the FY27 Forecast and FY28 Operating Budget:

  • FY27 Forecast Initial and FY28 Operating Budget Initial are available for reporting
  • FY27 Forecast Working and FY28 Operating Budget Working are available for editing and reporting

2. Differences between FY27 Operating Budget Final, FY27 Forecast Working, and FY28 Operating Budget Working

The FY27 Forecast Working and current FY28 Operating Budget Working versions are nearly identical to the FY27 Operating Budget Final version except for these differences:

  • FY27 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 FY27 Operating Budget Final amounts for September to July. In mid-October FY27 Forecast Working central transfer accounts will be updated from the Campus Commitment Database.

  • FY28 Operating Budget Working* 
    • CalPlan
      • Beginning Balance equals FY27 Forecast Working Version Ending Balance and will be updated as changes are made to the Forecast
      • Central transfer accounts are copied from FY27 Operating Budget Final 
      • Form A Accounts in the 71xxx series are copied from FY27 Operating Budget Final and will be updated again with Form A data provided by the DFLs during the budget process later this year
      • FY28 compensation data that would normally be pushed from HCP is a static copy from FY27 Operating Budget Final
    • HCP
      • HCP data for FY28 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 FY28 Operating Budget; the FY28 budget has not officially launched nor have assumptions been finalized. 

3. HCP copy from FY27 to FY28

  • HCP data for FY27 Forecast Working version includes the following:
    • Actualized July through August periods
    • FY27 UCRP rate has been updated to the final rate
    • FY27 Fee remission rates have been updated to the final rate
    • GAEL remains at the planned value for the year 
  • HCP data for FY28 Operating Budget Working version was created in the following manner:
    • HCP data for FY28 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 FY27 to FY28
  • Fee remission rates have been updated for FY27 and FY28 in CalPlanning. The rates are listed below.

The table below outlines what was seeded in the FY27 Forecast Working and FY28 Operating Budget.

FY27 Forecast Working 

HCP 

July 2026 to August 2026 overwritten with Actual data for all accounts

HCP September 2026 to June 2027

  • HCP data from FY27 Operating Budget final version for individual employees, pooled positions, and DeptID adjustments.
  • Updated CBR, UCRP, GAEL, fee remission rates applied.

*Compensation in this context includes fee remissions

FY28 Operating Budget Working

HCP July 2027 to June 2028

  • HCP data for FY28 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 Tuesday, September 15. 
  • 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 9/1/2026.
    • 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

4.0% range adjustment eff Oct 1
(subject to change, contingent on State support)

GS - Berkeley Printing Trades

KB - Berkeley Skilled Craft

GS

KB

4% incr eff Oct 1

HX - Residual Health Care Prof

RX - Research Support Professionals

TX - Technical

HX

RX

TX

step incr eff Jan 1

NX - Registered Nurses

NX

3% incr eff Jan 1

All other unions and nonrepresented employees received their increases effective July 1 in UCPath. Their current pay rates are reflected in the HCM data.

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 were updated for the FY27 Forecast. Divisional Intersection Detail Reports (IDRs) were refreshed on August 28th to include these allocations and are available in divisional folders for your reference. 

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 FY27 Forecast Working now reflect actual data. 

6. FY27 Beginning Balance Details

Beginning Balances reported in CalPlan and CalRptg contain data seeded from BFS FY27 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 FY27 beginning balance does not equal FY26 ending balance. This is due to the movement of Membership Funds out of Contract and Grant (C&G) funds during FY26 and some additional journals that the Controller's Office processed at the beginning of FY27. 

NOTE: Data for inactive Contract and Grant (C&G) funds are excluded from CalPlanning for FY27 Beginning Balances.

7. Budget Template

For Budget Template reports from the FY27 Operating Budget cycle, use the R180 - 2027 Budget Cycle Template and R181 - 2027 Budget Cycle Use of Reserves reports. 

The Budget Template for the FY28 Operating Budget cycle will be made available when we officially launch the FY28 Operating Budget later this fiscal year.

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)

FY27

FY27

Rates used for planning 3/9/26 to 5/22/26

Academic

38.5%

38.5%

Staff

46.6%

46.6%

Limited (this includes Postdocs)

14.6%

14.6%

Employees with No Benefit Eligibility

5.8%

5.8%

Students

2.3%

2.3%

Fee Remission by 

HCP Pooled Position Type per Semester

FY27

FY27

Rates used for planning 3/9/26 to 5/22/26

GSR - Resident

$12,917.75

13,328.00

GSR - Non-Resident

$20,468.75

$20,879.00

GSI

$12,917.75

$13,328.00

Reader/Tutor - Student

$12,917.75

$13,328.00

GAEL & UCRP

FY27

FY27

Rates used for planning 3/9/26 to 5/22/26

General, Automobile, and Employment Liability (GAEL) rate

2.75%

2.75%

University of California Retirement Plan (UCRP) Supplemental Allocation

0.75%

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 September 2026.