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 September 2016
- Course Fee Guidelines updated September 2016
- Off-Cycle Fee Request Guidelines updated September 2016
- Fee Verification Requirements updated September 2018
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].
Annual Operating Budget Instructions
Budget Instructions
- 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
- Strategic Plan Supplement Template
- Fringe Rate Matrix
- Final Budget Entry Instructions (for entering budgets into EFS) posted 5/20/2025
Supporting Materials
Posted March 2025, Excel files:
- FY26 Central Lease Allocated Costs
- FY26 Classrooms Pool
- FY26 Debt Pool Allocation: Full Space
- FY26 Debt Pool Allocation: Shared Space
- FY26 Double Step Down - December
- FY26 Facilities Cost Pool
- FY26 Research Support Pool
- FY26 Support Services Pool
- FY26 Utilities Allocation by RRC and DeptID
- FY26 Warehouse Cost Pool Data
- FY26 All Students
- FY26 Graduate Students
- FY26 Libraries
- FY26 TC Undergraduates
- FY26 Technology
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 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.
Temporary Investment Pool (TIP) for Budgeting
Capital Budget Instructions
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