FY2026 - 27 Budget Process Timeline
This page is a resource for the finance community at UC Berkeley as they prepare their FY2026-27 budget submissions. We will post budget-related information and updates to this page.
Please contact your Divisional Finance Leader with questions.
If you are having difficulty accessing the information on this page, please contact vcfinance@berkeley.edu for assistance.
Update April 8, 2026
Given that compensation costs are expected to exceed initial assumptions, we are updating our budget assumptions and guidelines, as well as the EGM Exception Request Form (now called Expense Growth Cap Exception Form & Compensation Cap Action Plan) to reflect this change. The budget process timeline has been extended by three weeks to provide you with additional time for budget planning and preparation. The new budget submission deadline is Friday, May 22, 2026. More information will be included in messages to the Divisional Finance Leaders.
FY2026-27 Budget Process Timeline
There may be modifications to these processes and their timing. This timeline will be updated as needed. Please contact your Divisional Financial Leader with questions.
February 9
Reserve Analysis due
February 9 - March 6
CalPlan and HCP closed while FPA finalizes budget planning data
February 10
Form A released
Week of February 23
TAS allocation decisions released to Deans
February 27
Budget recharge rates posted
Week of March 2
Guidelines and assumptions posted
Call Letter released
Budget Narrative Templates posted
Intersection Detail Reports available
March 6
CalPlan and HCP are available while FY27 Operating Budget is updated with planning data, and FY26 Forecast Working version is updated with January actual data
March 18
FY2026-27 Budget Office Hours
CalPlan and HCP are available with FY26 Forecast Working version updated with February actual data
March 24
FY2026-27 Budget Office Hours
Form A due
March 26
FY2026-27 Budget Office Hours
March 30
FY2026-27 Budget Office Hours
May 22
Budgets due in CalPlan - Forecast Q3 Submission and Operating Budget Planner Submission
Narrative templates due
CalPlan and HCP are unavailable while the FY27 Operating Budget is finalized
June 22 - July 15
Budget meetings
July 13 - July 22
Budget decisions
July 31
Budget letters distributed
TBD - Fall 2026
CalPlan and HCP are available with FY27 Operating Budget Final and FY27 Forecast Working version