Trust Fund Agreement Form Now in DocuSign!

The Trust Fund Agreement Form is now available on DocuSign! This form is used to establish, update, or inactivate a trust fund, which allows departments to collect revenue for a service or activity.

We have partnered with Finance Advisory Council division representatives to identify appropriate reviewers and approvers for their colleges/departments. This has allowed us to simplify the initiation process for the form and facilitate an enhanced user experience. By using the DocuSign Conditional Routing feature, we can automatically route the form based on drop-down menus in the DocuSign form. You will only need to enter the Requester and Trust Fund Owner. All other signatures will be determined during the routing process.

This is a screenshot of the Conditional Routing Drop-Down Fields on the form.  You will need to select a Division and a College/Department to trigger conditional routing.

To learn more about trust funds, please refer to Establishing a New Trust Fund. If you have any issues or questions, please contact FinanceConnect at 408-924-1558 or

2021 Mileage Reimbursement Rate

The CSU adjusted its mileage reimbursement rates to reflect the new IRS rates. The mileage rate changes are as follows and apply to business travel occurring on or after January 1, 2021:

  • The standard mileage rate decreased from 57.5 cents per mile to 56 cents per mile.
  • Miles driven for moving purposes will be reimbursed at 16 cents per mile, decreased from 17 cents per mile.

The FTS Travel module reflects the standard mileage rate appropriate to the date(s) the mileage was incurred. If you have any questions, please contact FinanceConnect at ext. 4-1558 or

COVID-19 Travel Updates

Refer to the following links for announcement updates regarding COVID-19 related business travel.

Adapted Travel Process for Presidential Approval – Released date 8/14/20
Extended Suspension of Business Travel and New State Added to Restricted List – Released date 7/2/20
Travel Reimbursement for Business Travel Suspended by the COVID-19 Situation – Released date 4/1/20

Please forward this message to any staff or faculty you feel should be notified.