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HomeMy WebLinkAbout05-2019 DOWNS6/13/2019 Finance Director Monthly Calendar I The City of Santa Ana Executive Dir Finance & Management Svcs (EM), Kathryn Downs May 01, 2019 Wednesday 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 May 02, 2019 Thursday 9:00 AM-9:30 AM CIP Project Meeting Invitees: Vidal, Sergio; Downs, Kathryn; Ro, Sarah; Yu, Jasmine; Trinidad, Alexander 10:00 AM-1 1:30 AM 2018 4Q & 2019 1 Q 457 Deferred Compensation Review Invitees: Castellon, Alvaro; Downs, Kathryn; Vidal, Sergio; Holt, Will; Julie Klassen; 'Chad Noorani' 3:00 PM-4:00 PM 1:1 Kristine Ridge & Kathryn Downs Invitees: Ridge, Kristine; Downs, Kathryn May 03, 2019 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed May 06, 2019 Monday 9:30 AM-10:00 AM Review SBR Summary Update 10:30 AM-1 1:00 AM 1:00 PM-2:00 PM Invitees: Barela, Waldo; Downs, Kathryn; Castellon, Alvaro; Vidal, Sergio Cannabis Ordinance - Revised Draft Invitees: Holt, Will; Downs, Kathryn; Storck, Lisa Budget Meeting https:llwww.santa-anEt,orglopen-governmeritlopen-calendarslfinance-director-monthly-calendar 1/7 6/13/2019 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Solorio, Jose; Downs, Kathryn; Ridge, Kristine; Carvalho, Sonia R. 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) May 07, 2019 Tuesday 9:00 AM-10:00 AM City Attorney Office Dept Budget Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; Quintana, David; Downs, Kathryn; Barela, Waldo; Vidal, Sergio 11:00 AM-11:30 AM 1:1 Lulu Medal & Kathryn (standing) Invitees: Downs, Kathryn; Medel, Lulu 1:30 PM-2:00 PM Follow-up Meeting with Risk Management Invitees: Downs, Kathryn; Vidal, Sergio; Pham, Steven; Scott-Leistra, Deborah 5:00 PM-8:00 PM City Council Meeting May 08, 2019 Wednesday 9:00 AM-9:30 AM Review PPT for EDIBT Invitees: Castellon, Alvaro; Downs, Kathryn; Barela, Waldo 10:00 AM-12:00 PM Executive Management Team Weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; 'sonia.carvalho@bbklaw.com'; Ciulla, Jack; Valentin, David; Cruz, Yesenia; Houston, Nicole; Pham, Steven; Mendoza, Steven; Thai, Minh; Perez, Daisy; Sweiss, Fuad; Rudloff, Lisa; Downs, Kathryn; Mitre -Ramirez, Norma; Herrera, Larry; Rojano, Michael; Saba, Nabil; Jim Henery Qameshenery@ocfa.org) 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 4:00 PM-5:00 PM 1:1 Kristine Ridge & Kathryn Downs (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn https://www.santa-ana.org/open-governmentlopen-calendars/finance-director-monthly-calendar 2/7 6/13/2019 Finance Director Monthly Calendar I The City of Santa Ana May 09, 2019 Thursday 9:00 AM-10:00 AM CDA Dept. Budget Meeting Invitees: Ridge, Kristine; Mendoza, Steven; Gorospe, Susan; Downs, Kathryn; Vidal, Sergio; Barela, Waldo 11:00 AM-12:00 PM Legislative Committee Meeting Invitees: Houston, Nicole; Rojano, Michael; Brown, Judson; Kaka, Hafsa; Downs, Kathryn; Mostafa, Haney; Garcia, Stephanie; Mooradian, Sona; Esparza, Enrique; Vazquez, Sylvia; Vazquez, Yasmin; Casey Elliott; 'Leslie.Pollner@hklaw.com;'dan.maldonado@hklaw.com'; Barraza, Eric; Britt, Stephanie 1:30 PM-2:00 PM PWA Matters Invitees: Downs, Kathryn; Yu, Jasmine; Ro, Sarah 3:00 PM-3:30 PM Miscellaneous Fees and Carry Forward Process Invitees: Rubio, Elizabeth; Downs, Kathryn; Vidal, Sergio; Barela, Waldo 3:30 PM-4:30 PM IT Dept. Budget Meeting Invitees: Ridge, Kristine; Ciulla, Jack; Torres, Melanie; Downs, Kathryn; Vidal, Sergio; Barela, Waldo May 10, 2019 Friday 9:00 AM-10:00 AM Discuss Planning Contracts Invitees: Thai, Minh; Downs, Kathryn 11:00 AM-12:00 PM Parks & Rec Dept Budget Meeting Invitees: Ridge, Kristine; Rudloff, Lisa; Arroyo, Francisco; Downs, Kathryn; Vidal, Sergio; Barela, Waldo 1:30 PM-2:00 PM Connect: Jack Ciulla & Kathryn Downs Invitees: Downs, Kathryn; Ciulla, Jack 2:00 PM-3:00 PM HR Dept Budget Meeting 3:30 PM-4:30 PM Invitees: Ridge, Kristine; Pham, Steven; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Smiley, Ellen Planning & Building Dept Budget Meeting https:llw ,santa-ana.org/open-governmentlopen-calendars/finance-director-monthly-calendar 3/7 6/1312019 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Ridge, Kristine; Thai, Minh; Downs, Kathryn; Vidal, Sergio; Barela, Waldo; Mooradian, Sona May 13, 2019 Monday 9:00 AM-1 0:00 AM Police Dept Budget Mtg Invitees: Ridge, Kristine; Valentin, David; Carroll, Robert; Downs, Kathryn; Vidal, Sergio; Barela, Waldo 10:15 AM-10:45 AM Review of EDIBT Presentation Invitees: Castellon, Alvaro; Downs, Kathryn; Vidal, Sergio; Barela, Waldo 11:00 AM-1 1:30 AM Connect: Kathryn Downs, Sergio Vidal, Will Holt Invitees: Downs, Kathryn; Holt, Will; Vidal, Sergio 5:00 PM-7:00 PM EDIBT Council Committee Meeting Invitees: Zurita, Bianca; Barela, Waldo; Carvajal, Verny; Castellon, Alvaro; Castro -Cardenas, Julie; 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; Brown, Judson; Ciulla, Jack; Downs, Kathryn; Fetner, Mike; Galvez, William E.; Hodge, Ryan; Iglesias, Cecilia; Mendoza, Steven; Morley, Marc; Neal, Candida; Penaloza, David; Rudloff, Lisa; Solorio, Jose; Sweiss, Fuad; Thai, Minh; Valentin, David; Vidal, Sergio; Pham, Steven; Ridge, Kristine May 14, 2019 Tuesday 9:30 AM-1 0:30 AM Clerk of the Council Dept. Budget Mtg Invitees: Ridge, Kristine; Mitre -Ramirez, Norma; Herrera, Larry; Downs, Kathryn; Vidal, Sergio; Barela, Waldo 1:00 PM-2:30 PM Speaking to Master of Finance students at UCI May 15, 2019 Wednesday 3:00 PM-4:00 PM Finance Dept. Budget Meeting Invitees: Ridge, Kristine; Downs, Kathryn; Vidal, Sergio; Barela, Waldo May 16, 2019 https:llwww.santa-ana.org/open-governmentlopen-calendars/fjnance-director-monthJy-calandar 4/7 6/13/2019 Finance Director Monthly Calendar I The City of Santa Ana Thursday 9:00 AM-9:45 AM Monthly Investment Meeting - Investment policy statement review Invitees: Perez, Rosie; Vidal, Sergio; Holt, Will; Rodriguez, Arturo; Mancha, Minerva; Downs, Kathryn; Gutierrez, Alejandra 10:00 AM-11:00 AM Public Works Dept. Budget Mtg Invitees: Ridge, Kristine; Sweiss, Fuad; Mercer, Margaret; Downs, Kathryn; Vidal, Sergio; Barela, Waldo May 17, 2019 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed May 20, 2019 Monday 9:30 AM-10:30 AM Review Presentation for Work Study Session Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Castellon, Alvaro May 21, 2019 Tuesday 10:30 AM-12:00 PM Finalize Presentation Invitees: Ridge, Kristine; Downs, Kathryn 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 5:00 PM-8:00 PM City Council Meeting May 22, 2019 Wednesday 10:00 AM-12:00 PM Executive Management Team Weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; 'son ia.carvaIho@bbklaw.com'; Ciulla, Jack; Downs, Kathryn; Mendoza, Steven; Mitre -Ramirez, Norma; Pham, Steven; Rudloff, Lisa; Sweiss, Fuad; Thai, Minh; Valentin, David; Perez, Daisy; Herrera, Larry; Saba, Nabil; Jim Henery Qameshenery@ocfa.org) https://www.sania-ana.org/open-governmentlopen-calendars/finance-director-monthly-calendar 5/7 6/13/2019 Finance Director Monthly Calendar I The City of Santa Ana 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 3:00 PM-3:30 PM Budget Next Steps Invitees: Downs, Kathryn; Barela, Waldo; Castellon, Alvaro 4:00 PM-5:00 PM 1:1 Kristine Ridge & Kathryn Downs (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn May 23, 2019 Thursday 9:00 AM-9:30 AM Humam Mansser - UCI Student Master of Finance program Invitees: Downs, Kathryn 9:30 AM-10:00 AM Sanitation Fees Invitees: Downs, Kathryn; Funk, John 10:00 AM-11:00 AM Mtg. w/OCTA Staff Invitees: Ridge, Kristine; Downs, Kathryn; 'Andrea West' 1:30 PM-2:00 PM OCTA Audit Invitees: Downs, Kathryn; Vidal, Sergio 4:00 PM-5:00 PM CIP 18/19 Update Invitees: Vidal, Sergio; Ro, Sarah; Trinidad, Alexander; Downs, Kathryn May 24, 2019 Friday May 27, 2019 Monday 7:30 AM-5:30 PM Memorial Day -Closed May 28, 2019 Tuesday May 29, 2019 https://www,santa-ana.org/open-govemmentlopen-calendars/finance-director-monthly-calendar 6/7 6/13/2019 Finance Director Monthly Calendar I The City of Santa Ana Wednesday 10:00 AM-12:00 PM Executive Management Team Weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.;'sonia.carvalho@bbklaw.com'; Ciulla, Jack; Downs, Kathryn; Mendoza, Steven; Mitre -Ramirez, Norma; Pham, Steven; Rudloff, Lisa; Sweiss, Fuad; Thai, Minh; Valentin, David; Perez, Daisy; Herrera, Larry; Saba, Nabil; Jim Henery Qameshenery@ocfa.org) May 30, 2019 Thursday 11:00 AM-11:30 AM Review of PPT Invitees: Castellon, Alvaro; Downs, Kathryn; Barela, Waldo 1:30 PM-3:00 PM Contract Management Module Demo Invitees: Garcia, Stephanie; Torres, Melanie; Radic, Milanka; Espindola, Mario; Gorospe, Susan; De Jesus, Reichelle; Quintana, David; Castro, Omar; Flores, Rosa; Mooradian, Sona; Arroyo, Francisco; Cuevas, Silvia; Carroll, Robert; Duran, Boris; Quezada, Patricia; Downs, Kathryn; Ro, Sarah; Vidal, Sergio; Munoz, Sandra; Elmore, Vicki; Mendoza, Maria Isabela; Blanquet-Lopez, Maria; Guzman, Elizabeth; Gee, Connie; Goods, Eva; Martinez, Stephanie; Simon, Sandra; Reyes, Erendida; Mercer, Margaret; Heredia-Espinoza, Eunice; Gilbert, Hayley; Lomeli, Gabriela; Nguyen, Lynn; Ciulla, Jack; Meyer, Ethan; Thayyil, Vinod; Rojano, Michael; Mitre -Ramirez, Norma; Mostafa, Haney; Fajardo, Stella; Sangenito, Cindi; Scott-Leistra, Deborah 5:00 PM-5:30 PM RFCA process Invitees: Vidal, Sergio; Downs, Kathryn; Ro, Sarah; Andrade, Kristin May 31, 2019 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed https://www.santa-ana.org/open-governmentlopen-calendars/finance-director-monthly-calendar 7/7