Administration and Finance Annual Report

This past year has been one of constant change, challenge and adaptation for all of us. The teams throughout Administration and Finance have consistently risen to the occasion – providing critical leadership and support to ensure campus health and safety and to provide essential services.

The following report offers a glimpse into some of the vital ways in which A&F staff have kept the campus moving forward and the work that took place throughout the 2020-21 academic year.



Staff congregate in the EOC and listen to instruction

In March 2020, the Emergency Operations Center fully activated, bringing together a team of roughly 50 employees from across campus to plan and coordinate the university’s response to the pandemic.

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A Staff member checks the tempature of a student

The first of two COVID-19 testing clinics opened in October 2020 at the Performing Arts Center as a preventative measure to more quickly identify and isolate asymptomatic individuals.


The Administration building

An Early Exit program launched in September 2020 as a mitigation strategy to offset the university‘s budget deficit and to potentially minimize future cuts.


Virtual Assistance from the Help Center

March 2021, the Cal Poly Corporation opened a COVID-19 Help Center to answer students questions about the asymptomatic testing program and how to comply with university requirements.

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Emergency Operations Center Deactivation

An EOC meeting taking place on zoom

After 516 days of leading the university’s strategic response through the pandemic the Emergency Operations Centers deactivated on June 30.

Facilities Partners with UGS

Facilities partnered with student-run University Graphics Systems for signs that show people how to get around campus buildings while maintaining social distance, among other things.


Face Coverings Distributed
Floor Graphics Installed
Sq. ft. Sanitized & Disinfected Daily
MERV 13 Filters Purchased
Gallons of Disinfectant Used

Deficit Mitigation

University Budget & Fiscal Planning developed a deficit mitigation strategy that included the use of one-time saving & reserves, a centralized benefit pool, & a COVID-19 expenditure report to track escalating costs.

Wastewater Testing

Facilities Operations' Plumbing Shop aided the campus safety effort by advising and determining the most effective locations to set up sampling stations for the COVID-19 wastewater surveillance project.

Increasing HVAC Safety

Facilities conducted more than 600 HVAC assessments and purchased more than 800 MERV 13 filters to increase air circulation and filtering.

Environmental Health and Safety

Environmental Health and Safety created the frameworks, plans and procedures used across campus to keep more than 4,000 students attending in-person classes healthy.

Saliva-Base Testing

Cal Poly transitioned to a faculty-developed saliva-based surveillance test and on-campus laboratory enabling faster processing.

Vista Grande Opens

Campus Dining opened a $39 million, three-story, LEED Gold Certified facility that houses seven new dining venues and a neighborhood market in time for the start of the academic year.

Realignment of Operations

Staff from across departments and units were moved to fill needs in essential services including supporting two ongoing testing centers and feeding students in isolation.

Positive Impacts


Grant to improve Public Safety communications


Lean champions were developed to support continuous improvement


Budget gap closed through various budget mitigation strategies


In the CSU to a establish a University Audit Committee

Cal Poly 4.0
Technology Improvements

A&F has implemented new platforms to streamline the tangible, hands-on work that staff perform every day with digital tools that are more flexible and adaptive than before.

Planon Logo

Implemented Planon integrated work management system

A modern, cloud-based system with robust customer and departmental tools.

Concur Logo

Launched Poly Travel (Concur)

This holistic travel program increases efficiency, transparency, convenience and reporting.

CSUBuy Logo

Partnered on the CSUBuy initiative

Transformed the way the university manages the procure-to-pay process.

Banking Partnership

Procurement led a project between ASI and SESLOC to secure a banking partnership for students, faculty and staff. SESLOC will provide $40,000 in event sponsorship, a $10,000 a year scholarship fund, paid internships, 10,000 a year in Mustang News advertising and more.

Fleet Vehicle Partnership

Strategic Business Services helped Cal Poly join this CSU-wide program that provides standardization of vehicles, reduced costs on vehicles and parts, offer extended warranties, as well as internship, scholarship and sponsorship opportunities and sustainability initiatives.


Transparency within University Finances and Audit

Administration and Finance provided ongoing campus-wide communications about university finances and audits. A financial transparency website and Audit and Consulting Services website were created to provide increased transparency of the University’s finances and audit details.

Alternative Care Site

Cal Poly partnered with San Luis Obispo County, Dignity Health, Tenet Healthcare and RRM Design Group in March 2020 to quickly transform the Cal Poly Recreation Center into an alternate care site for COVID-19 patients.

SLO PD Detective Memorial

Cal Poly partnered with San Luis Obispo city and county, as well as other local and statewide entities to provide facilities, services and programing for the memorial ceremony for San Luis Obispo Police Detective Luca Benedetti.

  • A worker wearing a hard hat looks at some scaffolding

    William and Linda Frost Center for Research and Innovation

    Facilities Planning and Capital Projects managed the construction of this $125 million, LEED Gold certified facility throughout the pandemic and ensured work continued on schedule.

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  • The two building sit between Cal Poly Ag fields.

    JUSTIN and J. LOHR Center for Wine & Viticulture

    Just in time for the start of a new academic year, this student-focused facility opened. The JUSTIN and J. Lohr Center for Wine and Viticulture offers a 16,655 sq. ft. winery building, a 13,574 sq. ft. Grange Hall, state of the art labs, and faculty and student offices.

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  • Vista Grande building with a Welcome sign on the glass wall

    Vista Grande

    The new LEED Gold certified Vista Grande Dining Complex opened on Sept. 3. The three-story facility houses six new dining venues on the second floor, as well as a market, premium deli and Jamba on the first floor.

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  • Students walk past a new wayfind sign near the dorms


    This project creates new design standards for a comprehensive campus-wide wayfinding program, including updated maps, parking signs, building identification markers, and special events signage.

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  • The clubhouse from above shows recently installed landscaping accenting the new building

    Dairy Creek Golf Course Clubhouse

    The Mustang Golf Academy is the new home to Cal Poly golf programs. The new facility includes 2,400 square feet of floor space, two covered hitting bays, coaches’ offices, a team lounge and refueling station, club storage space and bathrooms.

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  • The living wall sits in front of the glass greenhouses

    Plant Conservatory

    Featuring a tropical house, desert house, cool tropical house, a propagation greenhouse and research greenhouses, and a living wall, the Cal Poly Plant Conservatory finished construction earlier this year.

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  • The sun set behind the new baseball clubhouse

    Dignity Health Baseball Clubhouse

    This $9.4 million, 10,679 square foot, two story building opened in time for the spring baseball season. The facility includes a multi-purpose room, locker room, athlete lounge and kitchen, sports medicine room, and an academic center.

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With this grant, Energy, Utilities, and Sustainability aims to increase beverage container recycling and promote other sustainable programs.


Water Reclamation Facility

Facilities received approval for the Water Reclamation Facility concept. This facility will help the campus meet its long-term water and wastewater goals in expanding campus infrastructure as noted in the 2035 Master Plan.



Campus Dining adopted valid-fill technology at fountain drink machines and gave reusable tumblers to first-year students.

  • Jessica Hunter Customer Service Manager, Supervisor, Facilities Management and Development

    Jessica Hunter

    Awarded with Outstanding Staff Award (2020)

    Facilities Management & Development, Customer Services Manager Jessica Hunter was recognized with an Outstanding Staff Award in 2020 for the countless hours she puts in to assist the department with a positive public facing appearance.

  • Anthony Knight

    Anthony Knight

    Awarded with Outstanding Staff Award (2021)

    Director of the Department of Emergency Management Anthony Knight was recognized with an Outstanding Staff Award for his work coordinating the university’s response to the COVID-19 pandemic.

  • David Valadez

    David Valadez

    Selected for the NACUBO Emerging Leaders Program

    Director of University Budget and Fiscal Planning David Valadez is participating in this year-long online leadership development program for high-potential finance and business staff at colleges and universities.

  • Michele Winterfeldt

    Michele Winterfeldt

    Earned Certified Professional Public Buyer designation (2021)

    On Dec. 14, three years after starting the Certified Professional Public Buyer (CPPB) program, Procurement Specialist Michele Winterfeldt received the Universal Public Procurement Certification.

  • Cindy Lowe

    Cindy Lowe

    Recognized by CSU for her steadfast efforts

    Cindy Lowe was recognized by Steve Relyea, Executive Vice Chancellor and Chief Financial Officer for her diligent work in reporting security issues surrounding L1 data.

  • Lori Serna, John Buerger and Justin Vastine

    Lori Serna, John Buerger and Justin Vastine

    WACUBO Presentation: Beyond Customer Service, The Student Account’s Solution Support Story

    Lori Serna, John Buerger and Justin Vastine presented on how the Student Accounts Office utilized lean principles and a Learn by Doing philosophy to increase customer satisfaction, improve financial transparency, and decrease service times.



California Higher Education Sustainability Conference: Two Best Practice Awards

Energy, Utilities, and Sustainability was recognized in the Water Efficiency/Site Water Quality, and Partnerships, Communications and Planning Committee categories.

Best Commuter Badge

Best Workplaces for Commuters: 2021 Best Universities for Commuters

Transportation and Parking Services exceeded the National Standard of Excellence in offering exceptional options and benefits to those who commute to campus.

marcom Award Badge

MarCom Awards: Seven International Marketing and Communications Awards

The Cal Poly Corporation marketing and communications department was awarded three platinum awards, four gold awards and five honorable mentions for campaigns promoting A&F, Campus Dining and the Corporation.