The Carryforward Spending Plan (CFSP) will be developed and reconciled in Adaptive Planning (ADP). Information regarding the timeline, training, and additional resources are provided below.
Carryforward Spending Plan Timeline
| Date | Topic | Description | |
|---|---|---|---|
| 7/3/2025 | Plan | CFSP Memo sent to VPs and representatives | |
| 7/7/2025 | Plan | ADP opens for spending plan development in “2025-26 Carryforward Spending Plan” version | |
| 7/8/2025 | Plan | CFSP Training (see "Training" section below for more details) | Training |
| 7/10/2025 | Plan | CFSP Training (see "Training" section below for more details) | Training |
| 7/20/2025 | Plan | ADP “2025-26 Carryforward Spending Plan” version closes | Due Date |
| 8/1/2025 | Recon | CFSP final reconciliation for 2024-25 spending plans are due | Due Date |
| 8/29/2025 | Plan | Board of Trustees approval for 2025-26 Carryforward Spending Plan | |
| 8/29/2025 | Plan | Carryforward budgets for 2025-26 are booked in OMNI (subject to administrative approval) | |
| TBD | Recon | 2025-26 CFSP Reconciliations Training (see "Training" section below for more details) | Training |
| 11/06/2025 | Plan | Board of Governors approval | |
| 10/31/2025 | Recon | First quarterly reconciliation is due (for activities occuring July 1, 2025 through September 30, 2025) | Due Date |
| 1/30/2026 | Recon | Second quarterly reconciliation is due (for activities occuring July 1, 2025 through December 31, 2025) | Due Date |
| 4/30/2026 | Recon | Third quarterly reconciliation is due (for activities occuring July 1, 2025 through March 31, 2026) | Due Date |
| 7/31/2026 | Recon | Fourth quarterly reconciliation is due (for activities occuring July 1, 2025 through June 30, 2026) | Due Date |
Training
Training will be offered for Budget Preparers and Approvers. Live Zoom sessions and training presentation slides are available through the Budget Office Canvas course site.
Live session dates are:
CFSP Plan Development
- Tuesday, July 8 from 9:30 am to 11:00 am
- Thursday, July 10, from 1:30 pm to 3:00 pm
CFSP Reconcilations
- TBD
Resources
- ADP Carryforward Spending Plan User's Manual
- GL to Budgetary/Sub-Budgetary Account Mappings (BI Report)
Additional Resources
Additional information regarding 2025-26 reconciliations and associated trainings will be provided at a later date.