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
- FY26 Budget Instructions for Support Units posted September 13, 2024
- FY25 Budget Instructions for Academic Units posted February 16, 2024
- Strategic Plan Supplement Template
- Fringe Rate Matrix
- Final Budget Entry Instructions (for entering budgets into EFS) posted 4/22/2024
Supporting Materials
posted 2/1/2024, Excel downloads
- FY25 Central Lease Allocated Costs
- FY25 Classrooms Pool
- FY25 Debt Pool Allocation: Full Space
- FY25 Debt Pool Allocation: Shared Space
- FY25 Double Step Down - December
- FY25 Facilities Cost Pool
- FY25 Research Support Pool
- FY25 Support Services Pool
- FY25 Utilities Allocation by RRC and DeptID
- FY25 Warehouse Cost Pool Data
Headcounts
posted 2/1/2024, Excel downloads
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.
Instructions from Previous Years
The links below are to compressed (.zip) folders containing the instructions and supporting information used for budget preparation from previous years.
FY25 (.zip folder of materials)
FY24 (.zip folder of materials)
Budget materials for fiscal years 2009 through 2023 are available as .zip folders of material:
FY23, FY22, FY21, FY20, FY19, FY18, FY17, FY16, FY15, FY14, FY13, FY12, FY11, FY10, FY09
Temporary Investment Pool (TIP) for Budgeting
Capital Budget Instructions
Capital Budget Instructions from Previous Years
- FY24 Capital Budget: Cover Letter & Instructions
- 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