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HomeMy WebLinkAbout04-2019 DOWNS5/15/2019 Finance Director Monthly Calendar I The City of Santa Ana Executive Dir Finance & Management Svcs (EM), Kathryn Downs April 01, 2019 Monday 10:30 AM -11:00 AM Discuss Appropriating all Revenues Invitees: Downs, Kathryn; Vidal, Sergio; Barela, Waldo 11:00 AM -12:00 PM PD Budget Meeting Invitees: Mendoza, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Valentin, David 1:00 PM -2:00 PM P&B Budget Meeting Invitees: Mendoza, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Thai, Minh; Mooradian, Sona; Neal, Candida; Nunez, Alvaro; Kwak, Jason 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 CDA Budget Meeting Invitees: Mendoza, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Gorospe, Susan 5:00 PM -6:00 PM Review presentation for May 7th and May 21 st Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Castellon, Alvaro April 02, 2019 Tuesday 9:00 AM -9:30 AM Update from City Projects Review Meeting Invitees: Downs, Kathryn; Holt, Will 2:00 PM -3:00 PM 5:00 PM -8:00 PM City Attorney Office Budget Meeting Invitees: Mendoza, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Carvalho, Sonia R.; Quintana, David City Council Meeting https:llw .santa-ana,orglopen-govemmenUopen-calendars/finance-director-monthly-calendar 1/7 5/15/2019 _ Finance Director Monthly Calendar i The City of. Santa Ana r Invitees: Downs, Kathryn April 03, 2019 Wednesday 10:30 AM -11:30 AM Division Head Meeting (Standing) Invitees: Downs, Kathryn; Barela, Waldo; Herschleb, Dan; Holt, Will; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Andrade, Kristin; Ro, Sarah 1:00 PM -1:45 PM Potential City CDF Invitees: Thai, Minh; Downs, Kathryn April 04, 2019 Thursday 10:30 AM -11:30 AM Division Head Meeting (Standing) Invitees: Downs, Kathryn; Barela, Waldo; Herschleb, Dan; Holt, Will; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Andrade, Kristin; Ro, Sarah 1:30 PM -2:30 PM IT Dept. Budget Meeting Invitees: Mendoza, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Ciulla, Jack; Torres,, Melanie 2:00 PM -3:00 PM Cost Allocation Plan / Cross Charges - Weekly Meeting Invitees: Thomas, Sean; Simon, Sandra; Vidal, Sergio 3:00 PM -4:00 PM Review presentation for Upcoming Meeting Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Castellon, Alvaro April 05, 2019 Friday 8:00 AM -5:00 PM Santa Ana City Hall Closed M April 08, 2019 Monday 2:00 PM -3:00 PM — City Projects Review Meeting--- https://www.santa-ana.org/open-governmentlopen-calendars/finance-director-monthly-calendar 2/7 5/15/2019 Finance Director Monthly Calendar i The City of Santa Ana https://www.santa-ana.org/open-governmenGopen-calendars/finance-director-monthly-calendar 3/7 Invitees: Thai, Minh; Godinez, Raul; Neal, Candiaa; 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 Budget Reconciliation Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Castellon, Alvaro April 09, 2019 Tuesday 9:00 AM -10:00 AM COTC Budget Meeting Invitees: Mendoza, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Mitre - Ramirez, Norma; Herrera, Larry 10:00 AM -10:30 AM Parking Operations (standing meeting) Invitees: Downs, Kathryn; Rodriguez, Arturo April 10, 2019 Wednesday 9:00 AM -9:30 AM Fiscal Impact Discussion Invitees: Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Ortiz, Daniel; Yu, Jasmine; Gee, Connie; Valadez, John; Robles, Nancy; Guzman, Elizabeth; Blanquet-Lopez, Maria; Mendoza, Maria Isabela; Benavides, Angie 4:00 PM -5:00 PM PWA Budget Meeting Invitees: Mendoza, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Sweiss, Fuad; Mercer, Margaret April 11, 2019 Thursday 10:00 AM -10:30 AM 1:1 Kathryn & Will Invitees: Downs, Kathryn; Holt, Will 2:00 PM -3:00 PM Cost Allocation Plan / Cross Charges - Weekly Meeting Invitees: Thomas, Sean; Simon, Sandra; Vidal, Sergio 2:30 PM -3:30 PM HR Budget Meeting Invitees: Mendoza, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Pham, Steven; Smiley, Ellen https://www.santa-ana.org/open-governmenGopen-calendars/finance-director-monthly-calendar 3/7 5/15/2019 Ff.._., Finance Director Monthly Calendar I The City of. Santa Ana April 12, 2019 Friday 10:00 AM -11:00 AM M2 Audit - Prep for OCTA meeting on 4-15-19 Invitees: Vidal, Sergio; Downs, Kathryn; Ro, Sarah; Yu, Jasmine 11:00 AM -12:00 PM Finance Dept. Budget Meeting Invitees: Mendoza, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo April 15, 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, Lorne; Zurita, Bianca; Garcia, Jorge (CMO) 3:30 PM -4:30 PM Measure M2 Audit Invitees: Mendoza, Steven; Sweiss, Fuad; Downs, Kathryn April 16, 2019 Tuesday 9:00 AM -9:30 AM Cutter in basement Invitees: Downs, Kathryn; Herschleb, Dan 10:00 AM -11:00 AM CMO Budget Meeting Invitees: Mendoza, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Perez, Daisy; Flores, Rosa 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 3:00 PM -4:00 PM Debrief on OCTA Measure M2 Audit (MOE Requirement) Invitees: Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Sweiss, Fuad; Guillen, Pedro; Kekula, Zdenek; Chesanek, Tyrone; Mercer, Margaret; Thomas, Sean; Yu, Jasmine 5:00 PM -8:00 PM City Council Meeting https //www.santa-ana,orglopen-governmenUopen-calendars/finance-director-monthly-calendar 4/7 5/15/2019 Finance Director Monthly Calendar I The City of Santa Ana "--JInvitees: Downs, Kathryn April 17, 2019 Wednesday 3:00 PM -4:00 PM Sales Tax Quarterly Meeting with MuniServices Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Holt, Will; Morley, Marc; de la Riva, Carlos; Doug Jensen; Vazquez, Sylvia; Sanchez, Deborah April 18, 2019 Thursday 1:30 PM -2:30 PM Commercial Cannabis Ordinance Invitees: Thai, Minh; Downs, Kathryn; Holt, Will; Pezeshkpour, Ali 2:00 PM -3:00 PM Cost Allocation Plan / Cross Charges - Weekly Meeting Invitees: Thomas, Sean; Simon, Sandra; Vidal, Sergio 3:00 PM -4:00 PM MOE Requirements Invitees: Vidal, Sergio; Downs, Kathryn; Ro, Sarah; Yu, Jasmine; Trinidad, Alexander; Barela, Waldo April 19, 2019 Friday 8:00 AM -5:00 PM Santa Ana City Hall Closed April 22, 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) April 23, 2019 Tuesday 9:00 AM -9:30 AM Monthly Investment Meeting https:llw .santa-ana.org/open-governmentlopen-calendars/finance-director-monthly-calendar 5/7 5/15/2019 Finance Director Monthly Calendar i The City of Santa Ana https://www.santa-ana.org/open-governmentiopen-calendars/finance-director-monthly-calendar 6/7 Invitees: Perez, Rosie; Vidal, Sergio; Holt, Will; rcodriguez, Arturo; Downs, Kathryn; Mancha, Minerva 2:30 PM -3:00 PM Payment for Auditors Invitees: Pham, Steven; Downs, Kathryn 3:00 PM -4:00 PM Review of GF Projections Invitees: Barela, Waldo; Downs, Kathryn; Castellon, Alvaro; Rubio, Elizabeth; Vidal, Sergio April 24, 2019 Wednesday 10:00 AM -12:00 PM EMT Meeting Invitees: 2:00 PM -3:00 PM FMSA Division Head Meeting (Standing) Invitees: Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Herschleb, Dan; Holt, Will; Medel, Lulu; Perez, Sandy; Andrade, Kristin; Ro, Sarah April 25, 2019 Thursday April 26, 2019 Friday 9:00 AM -10:00 AM 3rd Quarter Presentation Invitees: Castellon, Alvaro; Downs, Kathryn; Vidal, Sergio; Barela, Waldo 2:00 PM -2:30 PM Evaluation Meeting Invitees: Mendoza, Steven; Downs, Kathryn April 29, 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, Tag; Galvez, William E.; Gabriel, Jason; Brown, Judson; Perez, Daisy; Mendoza, Steven; Sweiss, Fuad; Flores, Rosa; Ortiz, Lorrie; Zurita, Bianca; Garcia, Jorge (CMO) https://www.santa-ana.org/open-governmentiopen-calendars/finance-director-monthly-calendar 6/7 5/15/2019 Finance Director Monthly Calendar I The City of Santa Ana April 30, 2019 Tuesday 10:30 AM -11:00 AM AUP - FY 18/19 Invitees: Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Medel, Lulu 2:00 PM -2:30 PM GF Spending Invitees: Barela, Waldo; Downs, Kathryn; Castellon, Alvaro; Rubio, Elizabeth; Vidal, Sergio https://www.santa-ana.org/open-governmentlopen-calendars/finance-director-monthly-calendar 717