Sole Source:If sale is less than $100,000, use sole source.
Coops:Frequently procures through CSU system-wide cooperative agreements, OMNIA Partners, NASPO ValuePoint, and Sourcewell; you can gain access through the Starbridge reseller & contract-vehicle platform — reach out to your Starbridge contact to pursue onboarding.
Agency-specific vendor registration, compliance steps, and approval routing shape the purchasing timeline.
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California Polytechnic State University San Luis Obispo, CA rarely uses sole source and the process is non-transparent. Formal competitive bidding is required for purchases over $100,000. Practical note: prioritize cooperative agreements to bypass the formal bid. Direct competitive bids can be complicated by extensive insurance requirements and a 5% local preference.
Agency-specific vendor registration, compliance steps, and approval routing shape the purchasing timeline.
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Cal Poly SLO has used cooperative purchasing before. Reach out to your Starbridge contact through the Starbridge reseller & contract-vehicle platform to get onboarded to the recommended path.
Recommended (accessible through Starbridge):
Agency-specific vendor registration, compliance steps, and approval routing shape the purchasing timeline.
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Full playbooks include agency-specific workflows, thresholds, and vendor benchmarks.
California Polytechnic State University San Luis Obispo Contracts
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TECHNOLUTIONS INC at California Polytechnic State University San Luis Obispo
Effective: Jul 1, 2025Expires: Sep 30, 2026Expiration date locked.
This document is a Purchase Order (PO) from Cal Poly to Technolutions Inc. for the procurement of a single database instance of Slate CRM software for Cal Poly Admissions. The service term is from July 1, 2025, to June 30, 2026. The total cost for this purchase is 150,000.00 USD, which is clearly stated and consistent across the document. The PO also includes details on delivery, billing, supplier information, and references the California State University Terms & Conditions of Purchase.
Ellucian LLC at California Polytechnic State University San Luis Obispo
Effective: Jul 1, 2026Expires: Sep 30, 2026Expiration date locked.
This document is a Purchase Order (PO) issued to Ellucian LLC by Cal Poly for 'IT Software Request - Clear Cost Advanced - Simplified calculator' services. The PO details three annual periods of service from July 1, 2026, to June 30, 2029, with individual extended prices for each period. The total amount for this purchase order is 48,257.00 USD. The contract incorporates California State University Terms & Conditions of Purchase and a Data Privacy and Security Rider.
Ellucian Company LLC at California Polytechnic State University San Luis Obispo
Effective: Jul 1, 2026Expires: Sep 30, 2026Expiration date locked.
This Order Form details the agreement between Ellucian and California Polytechnic State University-San Luis Obispo for a Cloud Software license, specifically for the Student Financial Success RaiseME Enrollment product. The initial term for the service spans from July 1, 2026, to June 30, 2029, with provisions for automatic 12-month renewals. The contract specifies annual subscription fees for each contract year: $37,397 for the year ending June 30, 2027; $39,641 for the year ending June 30, 2028; and $42,019 for the year ending June 30, 2029. The document also includes payment terms and a comprehensive Service Level Agreement.
Parchment LLC at California Polytechnic State University San Luis Obispo
Effective: Jan 16, 2024Expires: Sep 30, 2026Expiration date locked.
This document, Amendment #5, renews the existing agreement for Parchment Award - Transcript Services between California Polytechnic State University - San Luis Obispo and Parchment LLC for an additional three-year term, from January 16, 2024, to January 15, 2027. It also specifies new per-request fees for transcript services: $3.25 for year 1, $3.40 for year 2, and $3.55 for year 3. All other terms and conditions of the original agreement remain unchanged.
NGWeb Solutions, LLC at California Polytechnic State University San Luis Obispo
Effective: Sep 30, 2024Expires: Sep 30, 2026Expiration date locked.
This document consists of a Master Agreement (C-CALST-00007225) effective September 30, 2024, between the California State University (CSU) and NGWeb Solutions, LLC, for a three-year online scholarship application and management software solution, with two one-year renewal options. The agreement's total amount for initial services is capped at $101,000.00, covering license and implementation fees for eight participating campuses in Year 1, with provisions for additional campuses in subsequent years, billed directly. A specific Purchase Order (2400039816) from Cal Poly is also included for Scholarship Manager annual license fees totaling $23,000.00 for services from September 20, 2025, to September 19, 2027. The agreement incorporates comprehensive terms and conditions, including general and supplemental provisions, product licensing, and a Service Level Agreement covering data security, confidentiality, and support.
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Board meetings and strategic plans from California Polytechnic State University San Luis Obispo
Cal Poly Foundation Audit Committee Audit Committee Meeting Minutes
Date: Apr 14, 2026Type: Meeting mention
The committee reviewed and recommended the fiscal year 2026-27 Foundation budget for executive committee consideration. The committee was informed about a delay in the filing of the 990 tax return, with a new draft expected by the end of the month. Additionally, the committee noted the upcoming retirement of the Foundation Treasurer and discussed transitions in financial services staff.
Cal Poly Foundation Investment Committee Investment Committee Meeting Minutes
Date: Apr 25, 2026Type: Meeting mention
The meeting included a review of the Kaspick Performance Report, which highlighted the impact of geopolitical risk on the uncertainty index and provided an overview of global equity market performance. The committee examined the portfolio value growth, comparing figures from 2025 to 2026, and discussed NACUBO-Commonfund compilation of returns results. Additionally, an update was provided on university campus programs and facilities fund assets, detailing the distribution of funds in treasury bills, notes, and money market funds. The outgoing committee chair was recognized for his service and contributions to the board.
Cal Poly Foundation Board of Directors Board of Directors Meeting Minutes
Key Contacts
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The board meeting included committee reports on governance, audit, investments, and development. Key discussions covered the quarterly financial statements, endowment performance and investment strategy, the fiscal year meeting schedule, and progress toward annual fundraising goals. Updates were provided regarding personnel hires, donor engagement events, the Maritime Academy Yacht program, and various capital projects on campus. Additionally, the university president and provost provided institutional updates, and administration and finance staff presented on asset consolidation strategies.
Extracted from official board minutes, strategic plans, and video transcripts.
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