Annual Budget Instructions
Use these reference materials for preparing your annual budget and compact.
Student Fee Requests
Use these resources during the process of preparing and submitting student fee requests for approval.
- tfms.umn.edu
- Administrative Fee Guidelines updated September 2016
- Course Fee Guidelines updated September 2016
- Off-Cycle Fee Request Guidelines updated September 2016
- Fee Verification Requirements updated September 2018
Annual Operating Budget Instructions
Budget Instructions
- FY24 Budget Instructions for Academic Units (download file and open in MS Word for best experience) posted January 24, 2023
- FY25 Budget Instructions for Support Units posted September 22, 2023
- Strategic Plan Supplement Template
- Fringe Rate Matrix
- Final Budget Entry Instructions (for entering budgets into EFS) posted 4/7/2023
Supporting Materials
posted 2/7/2023
- FY24 Central Lease Allocated Costs
- FY24 Classrooms Pool
- FY24 Debt Pool Allocation: Full Space
- FY24 Debt Pool Allocation: Shared Space
- FY24 Double Step Down: December
- FY24 Facilities Cost Pool
- FY24 Research Support Pool
- FY24 Support Services Pool
- FY24 Utilities Allocation by RRC and DeptID
- FY24 Warehouse Cost Pool Data
Headcounts
Summary Data for Reference
- Cost Pool Charge by Relevant Statistic posted 7/19/2023
- Cost Pool Changes from FY16 to FY17 6/27/2016
- University Expenditures 1994-2008
- University Expenditures Change by Function 2005-2008
- For detailed description of Function Codes, see the current Chart of Accounts function information.
Temporary Investment Pool (TIP) for Budgeting
Capital Budget Instructions
Capital Budget Instructions from Previous Years
- FY23 Capital Budget: Cover Letter & Instructions
- FY22 Capital Budget: Cover Letter & Instructions
- FY21 Capital Budget: Cover Letter & Instructions
- FY20 Capital Budget: Cover Letter & Instructions
- FY19 Capital Budget: Cover Letter & Instructions
- FY18 Capital Budget: Cover Letter & Instructions
- FY17 Capital Budget: Cover Letter & Instructions
- FY16 Capital Budget: Cover Letter & Instructions
- FY15 Capital Budget: Cover Letter & Instructions
- FY14 Capital Budget: Cover Letter & Instructions
- FY13 Capital Budget: Cover Letter and FY13 Capital Budget: Instructions
- FY12 Capital Budget: Cover Letter and FY12 Capital Budget: Instructions
- FY11 Capital Budget: Instructions
- FY10 Capital Budget: Cover Letter and FY10 Capital Budget: Instructions
- FY09 Capital Budget: Cover Letter and FY09 Capital Budget: Instructions
Resources
- Minnesota Management and Budget
- Chart of Accounts values
- Fringe Matrix (current) and Fringe Matrix Archive
Contact Us
Campus mail: 334B Morrill Hall MC 0263
Main Phone Number: 612-625-4517 | Fax Number: 612-626-2278
Email: [email protected]
100 Church St SE, Minneapolis, MN 55455