Contact

Budget

Area / Department Contact Person Phone # Contact
Department
Budget Transfer Form Elizabeth Williams 805-756-7065 Budget & Finance
Campus Sources and Uses David Valadez 805-756-2668 Budget & Finance

Department Financial Reports

Area / Department Contact Person Phone # Contact Department
Finance Dashboard Training Elizabeth Williams 805-756-7065 Budget & Finance

Managing Department Finances

Area / Department Contact Person Phone # Contact Department
Budget Transfer Form Elizabeth Williams 805-756-7065 Budget & Finance
Chart of Accounts Info Laurie Borello 805-756-6416 Budget & Finance
Department Finances David Valadez 805-756-2668 Budget & Finance
Direct Pay Form Naomi Watkins 805-756-5401 Payment Services
Expenditure Transfer Form Shawna Donahou 805-756-1711 Fiscal Services
Expenditure Transfer Form Instructions Shawna Donahou 805-756-1711 Fiscal Services
Financial Inquiry within PeopleSoft Valerie Maijala 805-756-1187 Budget & Finance
Petty Cash and Change Fund Casey Smith 805-756-2310 Fiscal Services
Year End Deadlines Memo Marc Benadiba 805-756-5864 Fiscal Services

Payroll

Area / Department Contact Person Phone # Contact Department
Absence Management Self-Service Jennifer Hiatt 805-756-5862 Payroll
Direct Deposit Leslie Martino 805-756-2605 Payroll
Instructional Student Assistant (ISA) Lisa West 805-756-5868 Payroll
Labor Cost Distribution Valerie Maijala 805-756-1187 Budget & Finance
Master Payroll Certification Jennifer Hiatt 805-756-5862 Payroll
Pay Calendar Leslie Martino 805-756-2605 Payroll
Payroll Expenditure Transfer Valerie Maijala 805-756-1187 Budget & Finance
Payroll Policies and Procedures Jennifer Hiatt 805-756-5862 Payroll
Payroll Security Information Jennifer Hiatt 805-756-5862 Payroll
Position Funding Form Valerie Maijala 805-756-1187 Budget & Finance
Student Assistant Payroll Monica Bennett 805-756-5865 Payroll
Tax Withholding Status Change Leslie Martino 805-756-2605 Payroll

Procurement Services

Area / Department Contact Person Phone # Contact Department
Administration & Finance Division, Foundation, Human Resources, Legal Counsel, President Bernadette Monterrosa 805-756-5190 SBS
College of Agriculture, Food, and Environmental Science, College of Architecture and Environmental Design, College of Engineering, College of Science and Mathematics, Health Center, University Police Department Ashley Sangster 805-756-2814 SBS
ANTS/AFD, Career Services, Cal Poly Corporation, Cal Poly International Center, Extended Education, Foundation, Information Systems, Information Technology Services, Library, Registrar John Sage 805-756-2879 SBS
ARF – Recruitment, Environmental Health and Safety, Facilities and Facility Services 
SBS – Real Estate Services, University Housing
Jeanette Paolucci 805-756-2234 SBS
College of Liberal Arts, Performing Arts Center, Strategic Business Services, Facilities Planning - Minor cap Stephanie Albright 805-756-5141 SBS
Academic Programs, Admissions/Recruitment, Associated Students, Inc., Athletics, Dean of Students, Orfalea College of Business, Student Academic Services, Student Affairs, University Development Michelle Winterfeldt 805-756-2818 SBS
General Contracting, Foreign Travel Insurance Melissa Swanson 805-756-6755 SBS

Property

Area / Department Contact Person Phone # Contact Department
Equipment Transfer Form Kathryn Dunham 805-756-5143 Property
Equipment Move Form Kathryn Dunham 805-756-5143 Property
Off Campus Authorization Info Kathryn Dunham 805-756-5143 Property
Property Disposal Form Kathryn Dunham 805-756-5143 Property

Security

Area / Department Contact Person Phone # Contact Department
Financial System Access Valerie Maijala 805-756-1187 Budget & Finance
Security Access Form Valerie Maijala 805-756-1187 Budget & Finance

Travel

Area / Department Phone # Contact Department
Mileage, Flight and Rental Car 805-756-2291 Payment Services
Moving/Relocation Info 805-756-2291 Payment Services
Travel Forms 805-756-2291 Payment Services
Travel Pre-Authorization Form (Before your trip) 805-756-2291 Payment Services
Travel Claim Form (After travel) 805-756-2291 Payment Services

Use of PeopleSoft Finance Application

Area / Department Contact Person Phone # Contact Department
Financial Inquiry within PeopleSoft Valerie Maijala 805-756-1187 Budget & Finance
Labor Cost Distribution Laurie Borello 805-756-6416 Budget & Finance

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