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HomeMy WebLinkAbout03-2019 DOWNS4/11/2019 Finance Director Monthly Calendar I The City of Santa Ana Executive Dir Finance & Management Svcs (EM), Kathryn Downs March 01, 2019 Friday 8:30 AM -9:30 AM Meeting with Finance Invitees: Galvez, William E.; Mercer, Margaret; Melgar, Dina; Simon, Sandra; Gabriel, Jason; Gilbert, Hayley; Thomas, Sean; Amezcua, Ariana; Leger, Maria March 04, 2019 Monday 10:00 AM -11:00 AM Discussion with Pars Invitees: Vidal, Sergio; Castellon, Alvaro; Downs, Kathryn; 'Jennifer Meza' 11:00 AM -12:00 PM Standing Meeting with Executive Director of Finance Kathryn Downs 2:00 PM -3:00 PM Invitees: Iglesias, Cecilia; Downs, Kathryn;'iglesias4sausd@gmail.com' 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 Water and Sewer Rate Study Follow Up Invitees: Sweiss, Fuad; Downs, Kathryn; Rosas, Rudy; Saba, Nabil; Funk, John; Mercer, Margaret 4:00 PM -5:00 PM Plaza Calle Cuatro: Discuss Proposed Outdoor Dining License Agreement Invitees: Thai, Minh; Rudloff, Lisa; Jurado, Jeannie; Morley, Marc; Funk, John; Downs, Kathryn March 05, 2019 Tuesday 10:00 AM -11:00 AM Discuss Draft Invitees: Downs, Kathryn; Medel, Lulu 5:00 PM -8:00 PM City Council Meeting https://www.santa-ana.org/open-governmenUopen-calendars/finance-director-monthly-calendar 1/7 4/11/2019 Finance Director Monthly Calendar I The City of Santa Ana https://w .santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/7 Invitees: Downs, Kathryn March 06, 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; Pham, Steven; Mendoza, Steven; Thai, Minh; Perez, Daisy; Sweiss, Fuad; Rudloff, Lisa; Downs, Kathryn; Zurita, Bianca; Mitre -Ramirez, Norma 4:30 PM -5:30 PM Discussion on Finance SBRs, Community Budget Presentation & Budget Calendar Invitees: Castellon, Alvaro; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Rubio, Elizabeth 6:00 PM -8:30 PM Recognition Ceremony for PD at the Bowers Museum - Check in at 6pm and program begins 6:30pm March 07, 2019 Thursday 10:30 AM -11:30 AM Division Head Meeting (Standing) Invitees: Downs, Kathryn; Holt, Will; Amezcua, Ariana; Barela, Waldo; Herschleb, Dan; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Andrade, Kristin; Ro, Sarah 4:00 PM -4:30 PM Confirming: Enterprise Fund Conference Call Invitees: Sweiss, Fuad; Funk, John; Guillen, Pedro; Downs, Kathryn 4:00 PM -5:00 PM PWA 4th Floor Conference Room - phone call with John Funk and Willdan RE Sanitation Fee March 08, 2019 Friday 8:00 AM -5:00 PM Santa Ana City Hall Closed March 11, 2019 Monday 2:00 PM -3:00 PMCity Projects Review Meeting https://w .santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/7 4/11/2019 Finance Director Monthly Calendar I The City of Santa Ana https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/7 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) 5:00 PM -7:00 PM EDIBT Meeting Invitees: Zurita, Bianca; Brown, Judson; Castro -Cardenas, Julie; Ciulla, Jack; Downs, Kathryn; Fetner, Mike; Galvez, William E.; Hodge, Ryan; Iglesias, Cecilia; Mendoza, Steven; Morley, Marc; Neal, Candida; Penaloza, David; Solorio, Jose; Sweiss, Fuad; Thai, Minh; Vidal, Sergio; Amezcua, Ariana; Barela, Waldo; Carvajal, Verny; Castellon, Alvaro; Cortez, Ivette; Cruz, Yesenia; Donahue, Christopher; Flores, Rosa; Gorospe, Susan; Houston, Nicole; Neff, Phil; Ortiz, Lorrie; Perez, Daisy; Reafleng, Sandy; Simon, Sandra; Torres, Melanie; Vazquez, Yasmin; Velasquez, Ricardo March 12, 2019 Tuesday 10:00 AM -12:00 PM 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, Ariane; Torres, Melanie; Aspeitia, Yessenia; Ortiz, Lorrie; Gutierrez, Fatima; Pham, Steven; Mendoza, Steven; Thai, Minh; Perez, Daisy; Sweiss, Fuad; Rudloff, Lisa; Downs, Kathryn; Zurita, Bianca; Mitre -Ramirez, Norma 2:30 PM -3:00 PM Community Budget Meeting Preparation Invitees: Mendoza, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo 3:00 PM -3:30 PM Parking Operations (standing meeting) Invitees: Downs, Kathryn; Rodriguez, Arturo 7:00 PM -5:00 PM Community Budget Meeting - Riverview Community Meeting Invitees: Barela, Waldo; Mendoza, Steven; Downs, Kathryn; Sweiss, Fuad; Gabriel, Jason; Galvez, William E.; Nguyen, Kenny; Vidal, Sergio; Rubio, Elizabeth; Castellon, Alvaro; Gilbert, Hayley; Perez, Daisy March 13, 2019 Wednesday 9:30 AM -10:00 AM Customer Service Invitees: Castro -Cardenas, Julie; Thai, Minh; Downs, Kathryn; Britt, Stephanie 10:30 AM -11:00 AM FMSA Questions Invitees: Downs, Kathryn; Pham, Steven https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/7 4/11/2019 Finance Director Monthly Calendar i The City of Santa Ana 6:00 PM -7:00 PM Community Budget Meeting - Madison Park Meeting Invitees: Barela, Waldo; Downs, Kathryn; Sweiss, Fuad; Galvez, William E,; Gabriel, Jason; Nguyen, Kenny; Vidal, Sergio; Rubio, Elizabeth; Castellon, Alvaro; Gilbert, Hayley; Perez, Daisy March 14, 2019 Thursday 10:30 AM -11:30 AM Division Head Meeting (Standing) Invitees: Downs, Kathryn; Holt, Will; Amezcua, Ariana; Barela, Waldo; Herschleb, Dan; Medel, Lulu; Perez, Sandy; Ro, Sarah; Vidal, Sergio; Andrade, Kristin 2:30 PM -3:30 PM Kathryn Downs, Exec Dir, Finance (Standing Mtg) Invitees: City Manager; Downs, Kathryn; Mendoza, Steven 3:30 PM -4:00 PM Discuss M2 Audit Invitees: Vidal, Sergio; Ro, Sarah; Yu, Jasmine; Downs, Kathryn 4:00 PM -5:00 PM PD Retro Project Invitees: Downs, Kathryn; Medel, Lulu; Flores, Jaime; Martinez, Maria (Finance) March 15, 2019 Friday 10:00 AM -11:00 AM Continuing Disclosure Committee Meeting -Review & Discussion of Reports Invitees: Castellon, Alvaro; Dawns, Kathryn; Vidal, Sergio; Ro, Sarah; Funk, John 2:00 PM -2:30 PM Update on M2 Review Invitees: Downs, Kathryn; Mendoza, Steven March 18, 2019 Monday 11:00 AM -12:00 PM Budget Team Meeting Review of Documents Invitees: Castellon, Alvaro; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Rubio, Elizabeth; Castellanos, Cynthia; Torres, Yoaly 1:30 PM -2:00 PM Discuss Student Outreach at UCI for Government Careers https://w .santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/7 4/11/2019 Finance Director Monthly Calendar i The City of Santa Ana https://www.santa-ana.orglopen-government/open-calendars/finance-director-monthly-calendar 5/7 Invitees: Kelly Swanholm; Downs, Kathryn 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, Lome; Zurita, Bianca; Garcia, Jorge (CMO) 4:00 PM -5:00 PM Discuss Departmental Budget Meetings Invitees: Mendoza, Steven; Downs, Kathryn; Barela, Waldo March 19, 2019 Tuesday 1:00 PM -2:00 PM Student Engagement Working Group Meeting Invitees: 'Wakeman, Jennifer'; Boyer, Craig, Auditor Agency; davidcain.govfinance@gmail.com; Grace Castaneda; Downs, Kathryn; kzawadzki@ci.dixon.ca.us; Margaret O'Brien; Stephanie Reimer 2:00 PM -2:30 PM Appropriation Adjustment Discussion - PRCSA Invitees: Rudloff, Lisa; Downs, Kathryn; Arroyo, Francisco; Mendoza, Steven 4:30 PM -5:00 PM General Fund Balance Transfers Invitees: Solorio, Jose; Downs, Kathryn 5:00 PM -8:00 PM City Council Meeting Invitees: Downs, Kathryn March 20, 2019 Wednesday 2:00 PM -4:30 PM Executive Management Team Weekly Meeting Invitees: City Manager; Carvalho, Sonia R.; Ciulla, Jack; Valentin, David; Cruz, Yesenia; Houston, Nicole; Sangenito, Cindi; Amezcua, Ariana; Torres, Melanie; Aspeitia, Yessenia; Ortiz, Lorrie; Gutierrez, Fatima; Pham, Steven; Mendoza, Steven; Thai, Minh; Perez, Daisy; Sweiss, Fuad; Rudloff, Lisa; Downs, Kathryn; Zurita, Bianca; Mitre -Ramirez, Norma; Nunez, Alvaro; Vazquez, Sylvia; Herrera, Larry; Sonia Carvalho (Sonia. Carvalho@bbklaw.com); Jim Henery Qameshenery@ocfa.org) 5:00 PM -5:30 PM TCS Expense Budget & Treasury Services Supervisor replacement Invitees: Downs, Kathryn; Holt, Will https://www.santa-ana.orglopen-government/open-calendars/finance-director-monthly-calendar 5/7 4/11/2019 Finance Director Monthly Calendar I The City of Santa Ana 6:30 PM -7:30 PM Community Budget Meeting - Metro Classic Meeting Invitees: Barela, Waldo; Mendoza, Steven; Downs, Kathryn; Sweiss, Fuad; Gabriel, Jason; Galvez, William E.; Nguyen, Kenny; Vidal, Sergio; Rubio, Elizabeth; Castellon, Alvaro; Gilbert, Hayley; Perez, Daisy March 21, 2019 Thursday 10:30 AM -11:00 AM Review of Mid -Year Items Invitees: Barela, Waldo; Downs, Kathryn; Castellon, Alvaro; Rubio, Elizabeth 1:00 PM -2:00 PM Finance Management & Services Agency Tours & Introductions Invitees: Penaloza, David; Downs, Kathryn; Holt, Will 3:30 PM -4:30 PM PRCSA Budget Meeting Invitees: Mendoza, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Rudloff, Lisa; Arroyo, Francisco March 22, 2019 Friday 8:00 AM -5:00 PM Santa Ana City Hall Closed March 25, 2019 Monday 8:00 AM -5:00 PM Out of Office March 26, 2019 Tuesday 8:00 AM -5:00 PM Out of Office March 27, 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 hftps://www.santa-ana.org/open-governmentlopen-calendars/finance-director-monthly-calendar 6/7 4/11/2019 Finance Director Monthly Calendar i The City of Santa Ana 2:00 PM -3:00 PM Division Head Meeting (Standing) Invitees: Downs, Kathryn; Holt, Will; Barela, Waldo; Herschleb, Dan; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Andrade, Kristin; Ro, Sarah 3:00 PM -3:30 PM Discuss Friday Budget Workshop Presentation Invitees: Downs, Kathryn; Barela, Waldo; Castellon, Alvaro; Vidal, Sergio 4:00 PM -5:00 PM Kathryn Downs, Exec Dir, Finance (Standing Mtg) Invitees: City Manager; Downs, Kathryn; Mendoza, Steven March 28, 2019 Thursday 9:00 AM -9:30 AM Review of Community Budget Meeting Presentation Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Castellon, Alvaro; Rubio, Elizabeth 9:30 AM -10:00 AM Review PERS Calculation Invitees: Downs, Kathryn; Medel, Lulu 10:00 AM -12:00 PM Meeting to Discuss Budget Invitees: Carvalho, Sonia R.; Downs, Kathryn; Sonia Carvalho 2:00 PM -3:00 PM CivicRec Meeting with Finance Invitees: Rudloff, Lisa; 'Annette Feliciani'; Downs, Kathryn 7:00 PM -8:00 PM Community Budget Meeting @ Com -Link Meeting Invitees: Barela, Waldo; Mendoza, Steven; Downs, Kathryn; Sweiss, Fuad; Gabriel, Jason; Galvez, William E.; Nguyen, Kenny; Vidal, Sergio; Rubio, Elizabeth; Castellon, Alvaro; Gilbert, Hayley; Perez, Daisy March 29, 2019 Friday 10:00 AM -3:00 PM Transportation, Communication & Public Works Policy Committee - Hilton Orange County in Costa Mesa at 3050 Bristol Street https://www.santa-ana.org/open-governmentlopen-calendars/finance-director-monthly-calendar 7/7