Building partnerships through collaboration.
Annual Resource Planning Process
Utilizing a strong Annual Resource Planning Process (ARPP) helps to support and expand UB’s world-class impact. The ARPP provides a framework for us to review our financial capacity, evaluate our current activities and identify and assess potential areas for new investment that will continue to elevate the university.
Announcements
Download the ARPP Infographic
Launching the Process
Updated 09/30/2025
Phase 1 — Three-Year Plan Information Collection
Key Outcome: Share guidance based on the university’s financial position to assist units in providing their input and needs through the Three-year Plan workbook
| Date | Topic | Action | Coordinating Unit |
|---|---|---|---|
Mid Sept 2026 | Tuition / Fees | Board of Trustees meeting to include final rulemaking for 2026-27 tuition rates | SUNY |
Late Sept 2026 | Information / Guidance | Provost and VPFA sends ARPP Kickoff memorandum with 2027-28 ARPP Calendar & Resource Planning Guide. Resource Planning will follow up with units directly to provide additional materials and guidance. | Resource Planning |
Oct 2026 | Facilities / Space | Instructional Facilities Part I - A lead from Facilities works with the Space Utilization and Pedagogy & Design Committees on a 3-year instructional facilities plan (2029, 2030, 2031). The plan is presented to the AVP of Facilities & the Director of IT for approval - draft is due to Resource Planning by 10/30. | Resource Planning & University Facilities |
Oct 2026 | Multi-year Financial Plan | Multi-year Financial Plan preparation & update (Part 1) | Resource Planning & Financial Management |
Oct 2026 | Reporting | 1st Quarterly Forecast Review 2026-27 | Provost, VPFA, Resource Planning & Units |
Oct 2026 | SUNY | SUNY Budget Due to NYS | SUNY |
Oct 2026 - Jan 2027 | Enrollment | VPEM meets with units to discuss enrollment plans | VPEM |
Oct 1, 2026 | Information / Guidance | UPlan Tool is open to all budgets in support of the 2027-28 ARPP | Units |
Oct 1, 2026 - Jan 8, 2027 | Workbook Review | Resource Analyst meets with the UBO – ARPP check-in | Resource Planning & UBO’s |
Oct 8, 2026 | Information / Guidance | 2027-28 ARPP Q & A Session – Zoom | Resource Planning |
Nov 2026… or when SUNY Requests | Tuition / Fees | Units consulted on proposed 2027-28 Specialized Tuition Rates | Resource Planning |
Nov 2026 | Tuition / Fees | Delivery of reconciled summer share of tuition revenue above base | Resource Planning & OIA |
Nov 2026 | Facilities / Space | Summer 2028 Classroom Renovations – submit advanced work orders for summer 2028 projects to Senior Leadership for review & approval | Resource Planning & University Facilities |
Nov 2026
| Tuition / Fees | Fall Student Consultations for 2027-28 Broad-Based Fees | Student Life |
Nov 2, 2026 | Tuition / Fees | Units will submit final actual summer costs to Resource Planning | Units |
Nov 2, 2026 - Mar 31, 2026 | Tuition / Fees | SUNY Budget Office and campuses discuss proposed 2027-28 tuition rates | SUNY |
Nov 3, 2026 | Information / Guidance | Deans/Vice Presidents/Unit Business Officers meeting on 2027-28 Annual Resource Planning Process & University Financial Plan | Resource Planning |
Dec 15, 2026 | Tuition / Fees | University Fees requests due to Financial Management | Units |
Dec 2026 | Enrollment | Unit Graduate Enrollment Managers submit final enrollment targets for 2027-28, 2028-29 and 2029-30 to VPEM for consideration | Units |
Dec 2026 | Facilities / Space | Instructional Facilities Part II - The 3-year instructional facilities plan (2029, 2030 & 2031) is presented to the Executive Committee for approval for inclusion in the ARPP | Instructional Facilities Steering Committee |
Dec 2026 | Tuition / Fees | Senior Leadership approves 2027-28 housing rates | Resource Planning |
Jan 2027 | Facilities / Space | Instructional Facilities Part III – The 3-year instructional facilities plan (2029, 2030, 2031) is submitted as part of the ARPP | Instructional Facilities Steering Committee |
Jan 2027
| Enrollment | VPEM sends headcount enrollment data to Resource Planning | VPEM & Resource Planning |
Jan 2027
| Reporting | 2nd Quarterly Forecast Review 2026-27 | Provost, VPFA, Resource Planning & Units |
Jan 2027 | Tuition / Fees | Student Life submits 2027-28 housing rates to Senior Leadership for approval | Student Life, Campus Living |
Jan 2027 | Tuition / Fees | Student Life submits 2027-28 campus dining rates to Senior Leadership for review | Student Life, FSA, Campus Living |
Jan 8, 2027 | Information / Guidance | UPlan will be closed to unit edits prior to budget meetings. Units must submit all other materials, including BBF materials if applicable, to Resource Planning at Resource-Planning-ARPP@buffalo.edu. | Units |
Phase 2 — Analysis, Discussion and Decision-Making
Key Outcome: Gain a shared understanding of the unit’s position and needs so as to inform the resource planning decisions of Senior Leadership
| Date | Topic | Action | Coordinating Unit |
|---|---|---|---|
Jan-Feb 2027 | Information / Guidance | Resource Planning analyzes unit input and projections and develop briefing documents for unit budget discussions | Resource Planning |
Early Feb 2027 | Information / Guidance | Senior Leadership provides feedback to units about topics to include in unit+ presentations | Resource Planning |
Feb 15, 2027 – Feb 26, 2027 | Tuition / Fees | Spring Student Consultations for 2027-28 Broad-Based Fees | Broad-Based Fee Stewards |
March 1-5, 2027
| Information / Guidance |
Unit Resource Planning meetings with President, Provost & VPFA
| Resource Planning |
March 2027 | Tuition / Fees | VPFA submits SUNY Broad-Based Fee request | Resource Planning |
March 2027 | SUNY | SUNY 2026-27 Revenue Target | Resource Planning & Business Services |
March 2027 | Multi-year Financial Plan | § Review of Multi-year Financial Plan open items (Part 2) for current year updates | Resource Planning |
March-April 2027 | Information / Guidance | § Provost, in consultation with VPFA, review & prioritize Three-Year Plan recommendations § Provost and VPFA review Three-Year Plan recommendations with President Genco | Resource Planning |
April 2027 | Reporting | 3rd Quarterly Forecast Review 2026-27 | Provost, VPFA, Resource Planning & Units |
April 2027 | NY State | NYS Budget is approved | NY State |
April 2027 | SUNY | SUNY reviews enacted budget for compliance | SUNY |
April 2027 | Information / Guidance | FSA/Campus Dining & Shops budget approved by President, Provost and VPFA | Resource Planning |
April 2027 | Information / Guidance | Provost & VPFA prepare Investment Proposal Outcome Letters | Resource Planning |
April-May 2027 | Tuition / Fees | System administration leadership reviews proposed 2027-28 tuition rates | SUNY |
Phase 3 — Closure of Annual Resource Planning Process
Key Outcome: Confirm unit expectations and outcomes in order to finalize Three Year Plans and implement resource planning decisions
| Date | Topic | Action | Coordinating Unit |
|---|---|---|---|
April 2027 | Tuition / Fees | Fee Requests submitted to SUNY if applicable | Resource Planning |
April 2027 | Tuition / Fees | Financial Management provides Fee Certifications | Financial Management |
April 2027 | Tuition / Fees | Delivery of reconciled winter share of tuition revenue | Resource Planning & OIA |
Mid – Late April 2027 | Information / Guidance | Investment Proposal Outcome Letters sent to units | Resource Planning |
April 28, 2027 | Information / Guidance | Deans/Vice Presidents/UBOs meeting on outcome of 2027-28 process | Resource Planning |
June 14, 2027 | Information / Guidance | Units submit a breakdown of summer allocation between Sutra and State Operating | Units |
May 2027 | SUNY | 2027-28 Revenue Target – Initial projection submitted to SUNY | Resource Planning, OIA & Financial Management |
June 2027 | Tuition / Fees | Resolution approved by Board of Trustees / Initialize 2027-28 tuition rulemaking process (45 day public comment period) | SUNY |
June 2027 | Information / Guidance | Units confirm PI/department crediting on sponsored awards is correct to facilitate the accurate allocation of ICR funds in August | Units & Sponsored Project Services |
June 2027 | Tuition / Fees | SUNY Board of Trustees approves 2027-28 tuition rates & BBF rates | SUNY |
June 2027 | Tuition / Fees | VPFA sends tuition rates communication to Deans/Vice Presidents/Vice Provosts | Resource Planning |
June 15, 2027 | Unit Budgets | Units to finalize budget in the UPlan tool. | Units |
Mid-June to July 1, 2027 | Information / Guidance | Internal Financial Plan closed to prepare for 2027-28 deliveries | Resource Planning & Financial Management |
Early-July 2027 | Information / Guidance | Financial Management rolls Annual Allocation from 2026-27 to Annual & Fiscal Allocation for 2027-28 - this is the starting point for the 2027-28 budget | Financial Management |
Early-July 2027 | Information / Guidance | Delivery of items designated for “July 1 budget implementation” (including 2027-28 Investments) | Resource Planning & Financial Management |
July 2026 | Information / Guidance | Finalize 2027-28 Three-Year Plans | Resource Planning & Units |
July 2027 | Reporting | 4th Quarterly Forecast Review 2026-27 | Provost, VPFA, Resource Planning & Units |
July 2027 | Tuition / Fees | SUNY communicates approved 2027-28 Broad-Based Fee rates to campuses. VPFA communicates to units | SUNY |
July 1, 2027 | Information / Guidance | Resource Planning copies the working budget in the UPlan tool to finalize and the UPlan tool is now closed. | Resource Planning |
Mid-August 2027 | Information / Guidance | 2026-27 ICR delivered | Resource Planning, Financial Management & OVPRED |
Mid-August 2027 | Tuition | Calculate new targets & enter base allocation commitment changes. Route to Provost & VPFA for review. Send email to UBOs. | Resource Planning |
Mid-August 2027 | Tuition Share | Calculate share of tuition rate increases due to units & enter in IFP | Resource Planning |
August 2027 | Tuition | Final 2026/27 tuition revenue vs targets report. Enter commitments for unit revenue share and TRSA. | Resource Planning |
August 2027 | Information / Guidance | Financial Management rolls over carryforward balances | Financial Management |
August 2027 | SUNY | Financial Management submits 2027-28 SUNY Form 1-Campus Financial Plan & Financial Management Strategies document to SUNY | Financial Management & Resource Planning |
November Launch Meeting
The ARPP officially begins with the annual kick-off presentation, held in early November. In this presentation, the provost and vice president for finance and administration will provide information relevant to the planning effort, including:
- State of the budget
- New initiatives
- Updates to the budget model, if applicable
Annual operating budgets are now submitted through UPlan, the university’s all-funds budgeting, planning and forecasting system.
The most recent Resource Planning Guide is provided to help with your planning efforts. The Resource Planning Guide is a reference for year-round and future planning, not exclusive to the 2026-27 ARPP. The guide will be updated annually as policies and programs change.