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Fiscal 2015/2016 Trust Fund Review

It is time for the annual review of all Trust Fund Agreements. We undertake this annual review to ensure that the information we have is accurate and complete. Having accurate information on file will enhance our ability to serve your needs and ensure compliance with CSU and State guidelines for Trust fund administration. This year’s deadline is October 30, 2015.

Additional forms and FAQ’s related to this year’s Fund Review.

Who We Are

Financial Services provides financial, budget, asset management, accounts payable, accounts receivable, cashiering, grants and contracts, and procurement services for Sonoma State University and its 4 auxiliaries, Associated Students of Sonoma State University, SSU Academic Foundation, Inc., Sonoma State Enterprises, Inc. and Sonoma Student Union Corporation.

In addition, we provide financial application support, report development and training for financial services’ staff and campus end users.

The following individuals may be contacted for assistance and guidance:

PeopleSoft Issues - Cindy Miller, x4-2099

University Accounting Adjustments/Issues - David Crozier, x4-3442

Auxiliaries Accounting Adjustments/Issues - Amanda Visser, x4-3251

Grants and Contracts - Jeff Wilson, x4-3715

Cash Operations/Accounts Receivable Billings - Nicholas Saschin, x4-2338

Budget Transfers/Issues - Laura Lupei, x4-3132

Expenditure Adjustments - Michelle Van Fossen, x4-3833

Requisitions/Purchase Orders/Contracts/Encumbrance Adjustments - Jenifer Barnett, x4-3102

Compensation/Payroll Issues - Trisha Ramos, x4-2178

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