Loading...
HomeMy WebLinkAbout02-2019 DOWNS3/15/2019 Finance Director Monthly Calendar I The City of Santa Ana Executive Dir Finance & Management Svcs (EM), Kathryn Downs February 04, 2019 Monday 11:00 AM -11:30 AM Standing Meeting with Executive Director of Finance Kathryn Downs Invitees: Iglesias, Cecilia; Downs, Kathryn;'iglesias4sausd@gmail.com' 12:00 PM -1:00 PM Lunch Time w/ Kat, Lisa, Julie Invitees: Castro -Cardenas, Julie; Downs, Kathryn; Rudloff, Lisa 1:30 PM -2:00 PM Cannabis Vertical Integration - Security Deposits Invitees: Downs, Kathryn; Thai, Minh; Mendoza, Steven; Holt, Will; Storck, Lisa; Pezeshkpour, Ali; Morley, Marc 2:00 PM -3:00 PM City Projects Review Meeting Invitees: Thai, Minh; Godinez, Raul; Neal, Candida; Carvalho, Sonia R.; Cortez, Robert; Fregoso, Vince; Morley, Marc; Higgins, Taig; Galvez, William E.; Gabriel, Jason; Brown, Judson; Perez, Daisy; Mendoza, Steven; Sweiss, Fuad; Flores, Rosa; Ortiz, Lorrie; Zurita, Bianca; Garcia, Jorge (CMO) 4:00 PM -5:00 PM Mid -year Budget Invitees: Pham, Steven; Downs, Kathryn; Smiley, Ellen February 05, 2019 Tuesday 8:30 AM -9:00 AM Meet with Chief and Pham regarding proposed POA MOU Invitees: 2:30 PM -3:00 PM Cannabis Tax for Youth Invitees: Flores, Rosa; Mendoza, Steven; Downs, Kathryn 5:00 PM -8:00 PM City Council Meeting Invitees: Downs, Kathryn February 06, 2019 https://www.santa-ana.org/open-governmentlopen-calendars/finance-director-monthly-calendar 1/6 3/15/2019 Finance Director Monthly Calendar I The City of Santa Ana Wednesday 2:00 PM -3:00 PM Budget Review/Request-Central Services Invitees: Barela, Waldo; Herschleb, Dan; Vidal, Sergio; Downs, Kathryn 3:30 PM -4:30 PM Budget Review/Request-Purchasing Invitees: Barela, Waldo; Perez, Sandy; Vidal, Sergio; Downs, Kathryn 5:00 PM -5:30 PM Mtg. w/Kathryn Downs Invitees: Mendoza, Steven; Downs, Kathryn February 07, 2019 Thursday 9:00 AM -10:00 AM EMT Meeting Invitees: Mendoza, Steven; Carvalho, Sonia R.; Ciulla, Jack; Downs, Kathryn; Mitre -Ramirez, Norma; Pham, Steven; Rudloff, Lisa; Sweiss, Fuad; Thai, Minh; Valentin, David 2;00 PM -3:00 PM Division Head meeting (standing meeting) Invitees: Downs, Kathryn; Barela, Waldo; Herschleb, Dan; Holt, Will; Medel, Lulu; Perez, Sandy; Ro, Sarah; Vidal, Sergio; Amezcua, Ariana February 08, 2019 Friday 8:00 AM -5:00 PM Santa Ana City Hall Closed February 11, 2019 Monday 2:00 PM -3:00 PM City Projects Review Meeting Invitees: Thai, Minh; Godinez, Raul; Neal, Candida; Carvalho, Sonia R.; Cortez, Robert; Fregoso, Vince; Morley, Marc; Higgins, Taig; Galvez, William E.; Gabriel, Jason; Brown, Judson; Perez, Daisy; Mendoza, Steven; Sweiss, Fuad; Flores, Rosa; Ortiz, Lorrie; Zurita, Bianca; Garcia, Jorge (CMO) 3:30 PM -4:00 PM Meeting with Steven Mendoza on Tech Component of User Fee Study Invitees: Ortiz, Lorrie; Higgins, Taig; Mendoza, Steven; Downs, Kathryn; Ciulla, Jack February 12, 2019 https://ww .santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/6 3/15/2019 Finance Director Monthly Calendar i The City of Santa Ana Tuesday 9:00 AM -9:30 AM AA to Fund the Est FY Cost of $4.3M - SAPOA Invitees: Villegas, Juan; Downs, Kathryn; Pham, Steven 10:00 AM -10:30 AM Parking Operations (standing meeting) Invitees: Downs, Kathryn; Rodriguez, Arturo 2:00 PM -3:00 PM Budget Review/Request-Accounting Invitees: Barela, Waldo; Ro, Sarah; Vidal, Sergio; Downs, Kathryn 3:00 PM -5:00 PM FY 2017/18 & FY 2018/19 Budgets and Mid -Year Revision Recommendations Invitees: Solorlo, Jose; Downs, Kathryn February 13, 2019 Wednesday 9:30 AM -11:30 AM Executive Management Team Weekly Meeting Invitees: City Manager; Carvalho, Sonia R.; Sonia Carvalho (Sonia.Carvalho@bbklaw.com); Ciulla, Jack; Valentin, David; Cruz, Yesenia; Houston, Nicole; Sangenito, Cindi; Amezcua, Ariana; Torres, Melanie; Aspeitia, Yessenia; Ortiz, Lorrie; Gutierrez, Fatima; Castro -Cardenas, Julie; Pham, Steven; Mendoza, Steven; Thai, Minh; Perez, Daisy; Sweiss, Fuad; Rudloff, Lisa; Downs, Kathryn; Zurita, Bianca; Mitre -Ramirez, Norma 4:00 PM -5:00 PM Kathryn Downs, Exec Dir, Finance (Standing Mtg) Invitees: Godinez, Raul; Downs, Kathryn February 14, 2019 Thursday 10:00 AM -11:00 AM Division Head Meeting (standing) Invitees: Downs, Kathryn; Barela, Waldo; Herschleb, Dan; Holt, Will; Medel, Lulu; Perez, Sandy; Ro, Sarah; Vidal, Sergio; Amezcua, Ariana 1:30 PM -2:30 PM Discuss RFCA SharePoint 3:00 PM -4:00 PM Invitees: Amezcua, Ariane; Yu, Jasmine; Gee, Connie; Valadez, John; Mendoza, Maria Isabela; Benavides, Angie; Blanquet-Lopez, Maria; Robles, Nancy; Guzman, Elizabeth; Castro -Cardenas, Julie; Vidal, Sergio; Downs, Kathryn Utility Billing & Customer Service hftps://www.santa-ana.org/open-governmenUopen-calendars/finance-director-monthly-calendar 3/6 3/15/2019 Finance Director Monthly Calendar I The City of Santa Ana https://w w.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/6 Invitees: Downs, Kathryn; Vidal, Sergio February 18, 2019 Monday 7:30 AM -5:30 PM Presidents Day - Invitees: Downs, Kathryn February 19, 2019 Tuesday 1:00 PM -2:00 PM FW: Invitation: CSMFO Student Engagement Call @ Tue Feb 19, 2019 f pm - 2pm (PST) Qwakeman@ci.lafayette.ca.us) Invitees: CSM FO; Boyer, Craig, Auditor Agency; davidcain.govfinance@gmail.com; Grace Castaneda; Downs, Kathryn; kzawadzki@ci.dixon.ca.us; Margaret O'Brien 5:00 PM -8:00 PM City Council Meeting Invitees: Downs, Kathryn February 20, 2019 Wednesday 10:00 AM -12:00 PM Executive Management Team Weekly Meeting Invitees: Godinez, Raul; Huizar, Maria; Carvalho, Sonia R.; Sonia Carvalho (Sonia. Carvalho@bbklaw.com); Ciulla, Jack; Valentin, David; Cruz, Yesenia; Houston, Nicole; Sangenito, Cindi; Amezcua, Ariana; Torres, Melanie; Aspeitia, Yessenia; Ortiz, Lorrie; Gutierrez, Fatima; Castro -Cardenas, Julie; Pham, Steven; Mendoza, Steven; Thai, Minh; Perez, Daisy; Sweiss, Fuad; Rudloff, Lisa; Downs, Kathryn; Zurita, Bianca 2:00 PM -3:00 PM 4th Quarter Sales Tax Update - MuniServices Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Morley, Marc; Sanchez, Deborah; de la Riva, Carlos; Holt, Will; Doug Jensen; Tracy Vesely 3:00 PM -4:00 PM Budget Review/Request-Payroll Invitees: Barela, Waldo; Medel, Lulu; Vidal, Sergio; Downs, Kathryn February 21, 2019 Thursday 10:00 AM -10:30 AM Student Engagement Subcommittee Follow -Up Invitees: Downs, Kathryn; 'GovFinance'; GovFinance https://w w.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/6 3/15/2019 Finance Director Monthly Calendar I The City of Santa Ana 10:30 AM -11:30 AM Discuss General Ledger reconciliation Invitees: Downs, Kathryn; Vidal, Sergio; Ro, Sarah 2:00 PM -3:00 PM Division Head Meeting (Standing) Invitees: Downs, Kathryn; Amezcua, Ariana; Medel, Lulu; Herschleb, Dan; Holt, Will; Barela, Waldo; Perez, Sandy; Ro, Sarah; Vidal, Sergio February 22, 2019 Friday 8:00 AM -5:00 PM Santa Ana City Hall Closed February 25, 2019 Monday 9:00 AM -9:15 AM Vacancy Form Signatures Invitees: NPDES; Downs, Kathryn 10:00 AM -11:30 AM RESCHEDULED City of Santa Ana Deferred Compensation Plan Committee Meeting Invitees: 'Julie Klassen'; Castellon, Alvaro; Carol Blumenthal 1:00 PM -2:00 PM Housing Bank Account Setup Invitees: Mancha, Minerva; Valadez, John; Ro, Sarah; Vidal, Sergio; Holt, Will; Perez, Rosie; Jason Johnson (jason.11.johnson@jpmorgan.com); Heather D. Usiski (heather.d.usiski@jpmorgan.com); Nielsen, Hans 2:00 PM -3:00 PM City Projects Review Meeting Invitees: Thai, Minh; Godinez, Raul; Neal, Candida; Carvalho, Sonia R.; Cortez, Robert; Fregoso, Vince; Morley, Marc; Higgins, Taig; Galvez, William E.; Gabriel, Jason; Brown, Judson; Perez, Daisy; Mendoza, Steven; Sweiss, Fuad; Flores, Rosa; Ortiz, Lorrie; Zurita, Bianca; Garcia, Jorge (CMO) 3:30 PM -4:30 PM Budget Review/Request-Budget Invitees: Barela, Waldo; Vidal, Sergio; Downs, Kathryn; Rubio, Elizabeth; Castellon, Alvaro 5:00 PM -5:30 PM Staff Report Discussion Invitees: Mendoza, Steven; Downs, Kathryn; Rudloff, Lisa; Galvez, William E.; Sweiss, Fuad February 26, 2019 https://www.santa-ana.org/open-governmentlopen-calendars/finance-director-monthly-calendar 5/6 3/15/2019 Finance Director Monthly Calendar i The City of Santa Ana Tuesday 930 AM -10:30 AM Division Head Meeting (Standing) _ Invitees: Downs, Kathryn; Amezcua, Ariana; Medel, Lulu; Herschleb, Dan; Holt, Will; Barela, Waldo; Perez, Sandy; Ro, Sarah; Vidal, Sergio 11:30 AM -1:30 PM Lunch with Linda (arrives at 11:45) Invitees: 3:00 PM -4:00 PM Questica Refresher Invitees: Castellon, Alvaro; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Rubio, Elizabeth February 27, 2019 Wednesday 9:30 AM -11:30 AM Executive Management Team Weekly Meeting T� Invitees: City Manager; Carvalho, Sonia R.; Sonia Carvalho (Sonia. Carvalho@bbklaw.com); Ciulla, Jack; Valentin, David; Cruz, Yesenia; Houston, Nicole; Sangenito, Cindi; Amezcua, Ariana; Torres, Melanie; Aspeitia, Yessenia; Ortiz, Lorrie; Gutierrez, Fatima; Castro -Cardenas, Julie; Pham, Steven; Mendoza, Steven; Thai, Minh; Perez, Daisy; Sweiss, Fuad; Rudloff, Lisa; Downs, Kathryn; Zurita, Bianca; Mitre -Ramirez, Norma 3:00 PM -4:00 PM Continue Discussion on Fees + Budget Meetings Invitees: Downs, Kathryn; Ro, Sarah; Barela, Waldo 4:00 PM -5:00 PM Kathryn Downs, Exec Dir, Finance (Standing Mtg) Invitees: Godinez, Raul; Downs, Kathryn February 28, 2019 Thursday 7:30 AM -2:00 PM FMSA Retreat Invitees: Downs, Kathryn; Pham, Steven 2:00 PM -4:00 PM [chapterchairs] Invitation: CSMFO Board of Directors Meeting @ Monthly from 2pm to 4pm on the fourth Thursday 12 times (PST) (chapterchairs@csmfo.org) Invitees: CSMFO; boardandcommittees@csmfo.org; Will Fuentes; chapterchairs@csmfo.org 4:30 PM -5:00 PM MUS Billing Process Invitees: Downs, Kathryn; Holt, Will https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/6