Use these reference materials for preparing your annual budget and compact.
Budget Resources
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 February 2026
- Course Fee Guidelines updated February 2026
- Off-Cycle Fee Request Guidelines updated February 2026
- Fee Verification Requirements updated February 2026
Annual Operating Budget Instructions
Budget Instructions
- FY27 Budget Instructions for Academic Units posted February 3, 2026
- FY27 Budget Instructions for Support Units posted September 18, 2025
- FY26 Budget Instructions for Academic Units posted January 17, 2025
- FY26 Budget Instructions for Support Units posted September 13, 2024
- FY27 Fringe Rate - Proposed posted February 16, 2026
- Fringe Rate Matrix
- Final Budget Entry Instructions (for entering budgets into EFS) posted 5/20/2025
Supporting Materials
Fiscal Year End 2027 Supporting Materials (Excel Files), posted February 2027:
- All Students CP
- Central Lease Allocated Costs
- Classroom CP
- Debt Pool Allocation Shared Space
- Debt Pool Allocations Full Space
- Double Step Down December
- Facilities Pool
- Graduate Aid Cost Pool
- Libraries Cost Pool
- Research Support Pool
- Support Services Pool
- Technology Cost Pool
- Undergraduate Cost Pool
- Utility Allocation by RRC and Dept ID
- Warehouse Cost Pool
Access the archived FYE2026 Supporting Materials (Excel files).
Summary Data for Reference
- Cost Pool Charge by Relevant Statistic posted 12/9/2024
- For detailed description of Function Codes, see the current Chart of Accounts function information.
Instructions from Previous Years
The links below are to archived compressed (.zip) folders containing the instructions and supporting information used for budget preparation from previous years.
Archived budget materials for fiscal years 2009 through 2023 are available as .zip folders of materials.
Capital Budget Instructions
2025-2030 Six-Year Capital Plan: Instructions June 2024
FY25 Capital Budget: Cover Letter & Instructions
These documents were created before current policy requirements took effect, and therefore may not be accessible. To request this content in an accessible format, contact [email protected].
Forms & Process Map
- Capital Need Identification Form
- Capital Budget Submittal Form
- Capital Improvement Process Map (This document was created before current policy requirements took effect, and therefore may not be accessible. To request this content in an accessible format, contact [email protected].)
Archived Capital Budget Instructions from Previous Years
Capital Budget Letters & Instructions from 2019-2022 can be found in the archive.
Additional Resources
- Minnesota Management and Budget
- Chart of Accounts values
- Fringe Matrix (current) and Fringe Matrix Archive