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.
Please note
These timeline dates are subject to change as we finalize the budget process dates. The Call Letter, Guidelines and Assumptions, and the deliverables templates will be posted the week of March 2.
FY2026-27 Budget Process Timeline
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
March 24
FY2026-27 Budget Office Hours
March 26
FY2026-27 Budget Office Hours
March 30
FY2026-27 Budget Office Hours
March 18
CalPlan and HCP are available with FY26 Forecast Working version updated with February actual data
March 24
Form A due
May 1
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
May 20 - June 22
Budget meetings
June 17 - July 2
Budget decisions
Week of July 13
Budget letters distributed
TBD - Fall 2026
CalPlan and HCP are available with FY27 Operating Budget Final and FY27 Forecast Working version