New Local Trust and Special Project Agreement

To: Business and Office Managers
From: Fiscal Affairs
Subject: New Local Trust and Special Project Agreement


In compliance with the Auditor’s recommendation and CSU policies and procedures, the Trust and Special Project Agreement form was revised. The new agreement was modified to meet the requirements set forth by the University, and be consistent with the CSU's standard business process documentation. This new form brings clarity and enforcement of the programs. Additionally, it facilitates delivery of services and processing of transactions.

For all current local trust and special project funds (non-research), the attached revised agreement form MUST be submitted with all the required signatures no later than June 30, 2014. The Trust and Special Project Agreement is also available on the Fiscal Affairs website for accessibility and future reference.

If you have any questions regarding completion of the form, you may contact Cathy Liu at ext 8-7138 or the undersigned.


Richard Chen
Associate Controller
Trust and Special Project
415 338 2436