On October 16, 2025, Provost Serio sent a preliminary kickoff letter formally commencing a dialogue with faculty, staff, and students about institutional needs, resource constraints, and priorities. The letter outlines the Provost’s focal points for shared planning, resource development, and relevant deadlines.
The resources outlined and linked below are intended to support Academy planners using Workday Adaptive Planning to craft FY27 operating budget proposals and financial forecasts for future periods.
Submission Requirements
The FY27 Operating Budget Development cycle calendar contains a list of dates and milestones. The primary due dates for several critical components of the planning cycle are outlined in the table below.
|
What to Submit |
When To Submit |
How to Submit |
| Rate recommendations for tuition and fee-based programs, enrollment projections for tuition-based programs, and accompanying narrative | Friday, January 30, 2026 | Fill in Tuition/Fee-Based Rate Recommendation, Narrative, and Enrollment Forecast Submission Portal |
| AY2026-27 Faculty Hiring Plan and AY2025-26 Hiring Report submissions | Monday, February 2, 2026 | Per instructions from the Office for Academic Personnel & Faculty |
| FY27 Operating Budget Proposals | Monday, February 23, 2026 | Complete in Workday Adaptive Planning Resource #1, below |
| FY27 Operating Budget Narrative Response and PRF requests due | Monday, February 23, 2026 | Fill in FY2027 Operating Budget Narrative Response Form |
FY2027 Planning Resources & Templates
1) Workday Adaptive Planning: Planners access the Adaptive Planning tool by logging into the UW’s core Workday tenant, navigating to Menu -> Apps, and selecting “Adaptive Planning.” Please review the Job Aid for logging in and the Job Aid for requesting access.
2) FY27 Annual Budget Development Process Guide: The process guide is a consolidated general resource to assist units in preparing and submitting required materials. It is largely focused on data entry within Adaptive Planning.
3) Links to the three submission portals used in the FY2027 planning process:
a) Tuition/Fee-Based Rate Recommendation, Narrative, and Enrollment Forecast Submission Portal: This tool serves as the submission portal for rate recommendations (tuition and fee-based programs), enrollment forecasts (tuition-based programs), and rate recommendation narratives (tuition and fee-based programs). Submission is required for Seattle Academic Units, UW Tacoma, and UW Bothell. The following templates must be completed (even if not recommending an increase) and uploaded:
- Excel template for tuition-based program rate and enrollment recommendations <link to be updated>
- Excel template for fee-based program rate recommendations
- Word template for tuition and fee-based program
b) FY2027 Operating Budget Narrative Response Form: This online tool is the submission portal for completed FY27 Operating Budget narrative responses. All Academic units and campus may use the Word template of the narrative questions to begin drafting responses. Final responses must be submitted through the online submission portal by the due date noted above.
c) FY27 Provost Reinvestment Fund (PRF), ABB Values Pool funding and Fixed Cost requests: This tool is the submission portal for On-cycle funding requests accompanying your unit’s FY27 operating budget submission.
4) Central Budget Policies & Assumptions: This document provides central budget policies and assumptions, which should be used as a base case for completing FY27 operating budget proposals. Within the Operating Budget Narrative Submission form, please identify and briefly explain any assumptions that differ from these central budget assumptions. Note that many, but not all, assumptions are variables driven within the Adaptive Planning software.
5) Multi-Dimensional Planning Tools & Resources: A set of dashboards providing unit-level information about student and faculty activity. Currently, only the Dean/VP’s office administrators have access to this tool. You must be on the UW VPN if working remotely to access this information.
We’re Here to Help – Additional Support Resources and Venues
1) FPB’s Budget Planning & Operations team (BPO) holds regular office hours on Thursdays from 10:00 to 10:45 a.m. throughout the FY27 planning cycle. Please visit the budget support resources page for the Zoom link. Recordings and presentation slides from previous office hour meetings are also available on this page.
2) Requests for individual support not covered within the resources above should submit a support request via UW Connect Finance –> Adaptive Support Request.
3) Historical responses to narrative questions from previous years are available by fiscal year and unit/campus on FPB’s Annual Budgets page.
4) Should you have any questions about the FY27 Operating Budget Development process, please contact Budget, Planning & Operations at fpb-bpo@uw.edu