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HomeMy WebLinkAbout06-2020 DOWNS7/9/2020 Finance Director Monthly Calendar I The City of Santa Ana Executive Dir Finance & Management Svcs (EM), Kathryn Downs June 01, 2020 Monday 9:30 AM-10:00 AM CalPERS Correction Invitees: Downs, Kathryn; Vidal, Sergio; Flores, Jaime 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Holt, Will; Mendoza, Steven; Fregoso, Vince; Brown, Judson; Pezeshkpour, Ali; Ortiz, Lorrie; Gabriel, Jason; Carvalho, Sonia R.; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Hodge, Ryan; Gutierrez, Fatima; Morley, Marc; Rudloff, Lisa; Carvajal, Verny; Saba, Nabil 4:00 PM-4:30 PM FMSA Daily Touch Base Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime June 02, 2020 Tuesday 8:30 AM-9:30 AM Budget 101 Invitees: Villegas, Juan; Downs, Kathryn 1:00 PM-1:30 PM Discuss Budget Invitees: Ridge, Kristine; Downs, Kathryn 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen 4:00 PM-4:30 PM FMSA Daily Touch Base https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 1/9 7/9/2020 Finance Director Monthly Calendar I The City of Santa Ana Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime 5:00 PM-8:00 PM City Council Meeting Invitees: Downs, Kathryn June 03, 2020 Wednesday 11:00 AM-11:30 AM CaIPERS Audit Invitees: Pham, Steven; Smiley, Ellen; Hanes, Carrie; Downs, Kathryn 1:30 PM-2:30 PM League Conference Call - Fiscal Officer discussion regarding revenue, furloughs, layoffs related to COVI D-19 nvitees: 4:00 PM-5:00 PM EMSA's Proposed Chapter 13 Regulations Invitees: ; Downs, Kathryn; Vidal, Sergio; Holt, Will; Gutierrez, Alejandra June 04, 2020 Thursday 9:00 AM-10:00 AM FMSA 3% Budget Reductions Invitees: ; Downs, Kathryn; Vidal, Sergio; Barela, Waldo 10:00 AM-11:30 AM CSMFO Webinar on the "Road Ahead" Invitees: 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen 2:30 PM-3:30 PM Using IT tools to streamline manual processes Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah 3:30 PM-4:30 PM 1 Q2020 deferral data for Santa Ana Invitees: 'Laura Burnett'; Vidal, Sergio; Barela, Waldo; Downs, Kathryn; Fran Mancia 4:00 PM-4:30 PM FMSA Daily Touch Base https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/9 7/9/2020 Finance Director Monthly Calendar I The City of Santa Ana Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime June 05, 2020 Friday 9:00 AM-9:30 AM Using IT Tools to Streamline Manual Processes Invitees: Ciulla, Jack; Downs, Kathryn 10:30 AM-11:00 AM CM Comp and CalPERS Special Comp Reporting Invitees: ; Downs, Kathryn; Flores, Jaime 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen June 08, 2020 Monday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Holt, Will; Mendoza, Steven; Fregoso, Vince; Brown, Judson; Pezeshkpour, Ali; Ortiz, Lorrie; Gabriel, Jason; Carvalho, Sonia R.; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Sweiss, Fuad 4:00 PM-4:30 PM FMSA Daily Touch Base Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime June 09, 2020 Tuesday 8:00 AM-9:00 AM Connect: Kathryn & Lulu Invitees: ; Downs, Kathryn; Medel, Lulu 12:00 PM-12:30 PM Santa Ana 1 Q 2020 Forecast information - Q and A https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/9 7/9/2020 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Laura Burnett; Fran Mancia; Vidal, Sergio; Barela, Waldo; Downs, Kathryn; Holt, Will 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen 4:00 PM-4:30 PM FMSA Daily Touch Base Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime June 10, 2020 Wednesday 10:00 AM-12:00 PM Executive Management Team bi-Weekly Meeting Invitees: Ridge, Kristine; Orozco, Norma; Soto, Daniel; Eakins, Paul; James Henerey; Sternberg, Brian; Gomez, Daisy; Thai, Minh; Downs, Kathryn; Pham, Steven; Mitre -Ramirez, Norma; Perez, Daisy; Carvalho, Sonia R.; Ciulla, Jack; Valentin, David; Saba, Nabil; 'son ia.carvalho@bbklaw.com'; Rudloff, Lisa; Mendoza, Steven; Flores, Rosa; Plotnik, Elizabeth 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen 2:30 PM-3:30 PM Expense Projections Invitees: ; Downs, Kathryn; Vidal, Sergio; Barela, Waldo 3:30 PM-4:00 PM CalPERS Audit Invitees: Pham, Steven; Downs, Kathryn; Smiley, Ellen; Hanes, Carrie 4:00 PM-4:30 PM FMSA Daily Touch Base Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime 6:00 PM-8:00 PM Measure X Citizen Oversight Committee Meeting Invitees: ;Downs, Kathryn; Vidal, Sergio; Abigail Landaverde (abigai112@yahoo.com); Alonzo Lugo (alonzolugo@gmail.com); Carlos Perea (carlosiranl992@gmail.com); Christopher Leo (chleol966@aol.com); Keith Carpenter (edison@pacbell. net); Timothy Johnson (tjohnson@jlkrllp.com) June 11, 2020 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/9 7/9/2020 Finance Director Monthly Calendar I The City of Santa Ana Thursday 10:00 AM-11:15 AM GoToWebinar - TRANs: Established Tool for Extraordinary Times Invitees: cdiac_education@treasurer.ca.gov 11:00 AM-12:00 PM Legislative Committee Meeting Invitees: Soto, Daniel; Orozco, Norma; Brown, Judson; Eckles, Janice; Downs, Kathryn; Barela, Waldo; Ciulla, Jack; Mostafa, Haney; Mooradian, Sona; Nunez, Alvaro; McCann, Melanie; Baik, Michelle; Vazquez, Yasmin; Esparza, Enrique; Eggers, Terri; 'Casey Elliott'; 'Leslie. Pollner@hklaw.com'; 'dan . maldonado@h klaw. com' 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen June 12, 2020 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed June 15, 2020 Monday 12:30 PM-1:30 PM Discuss City Budget Invitees: Bacerra, Phil; Ridge, Kristine; Downs, Kathryn; 'Phil Bacerra' 1:30 PM-2:00 PM Budget Prep Meeting Invitees: Solorio, Jose; Downs, Kathryn 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Holt, Will; Mendoza, Steven; Fregoso, Vince; Brown, Judson; Pezeshkpour, Ali; Ortiz, Lorrie; Gabriel, Jason; Carvalho, Sonia R.; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Sweiss, Fuad 4:00 PM-4:30 PM FMSA Daily Touch Base https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/9 7/9/2020 Finance Director Monthly Calendar I The City of Santa Ana Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime June 16, 2020 Tuesday 9:00 AM-9:30 AM Budget 101 Invitees: Villegas, Juan; Downs, Kathryn 5:00 PM-8:00 PM City Council Meeting Invitees: Downs, Kathryn June 17, 2020 Wednesday 10:00 AM-11:00 AM 1:1 K. Downs/Penaloza Invitees: ; Downs, Kathryn; Penaloza, David 1:00 PM-1:30 PM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn 1:30 PM-2:30 PM League Roundtable for Fiscal Officers nvitees: 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen 4:00 PM-4:30 PM FMSA Daily Touch Base Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime June 18, 2020 Thursday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/9 7/9/2020 2:00 PM-2:30 PM Finance Director Monthly Calendar I The City of Santa Ana Audit 3:00 PM-4:00 PM Invitees:; KRadermacher@WNDECPA.com; TFung@WNDECPA.com; Ro, Sarah; Trinidad, Alexander; Vidal, Sergio Budget review with CMBR Mendoza Invitees: Mendoza, Nelida; Downs, Kathryn 4:00 PM-4:30 PM FMSA Daily Touch Base Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime June 19, 2020 Friday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen 4:00 PM-4:30 PM FMSA Daily Touch Base Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime June 22, 2020 Monday 9:30 AM-10:00 AM FW: Budget Meeting Invitees: Villegas, Juan; Downs, Kathryn 11:00 AM-11:30 AM Budget Invitees: Ridge, Kristine; Downs, Kathryn 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen 4:00 PM-4:30 PM FMSA Daily Touch Base Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime June 23, 2020 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 7/9 7/9/2020 Tuesday Finance Director Monthly Calendar I The City of Santa Ana 10:00 AM-11:00 AM 1:30 PM-2:30 PM 1:30 PM-2:00 PM 4:00 PM-4:30 PM June 24, 2020 Wednesday 10:00 AM-12:00 PM 1:30 PM-2:00 PM 3:00 PM-4:00 PM 4:00 PM-4:30 PM June 25, 2020 Thursday PMA Bonus Invitees: Pham, Steven; Ridge, Kristine; Downs, Kathryn; Hanes, Carrie; Medel, Lulu League Webinar - Impact on Sales Taxes during COVID-19 nvitees: Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen FMSA Daily Touch Base Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime Executive Management Team bi-Weekly Meeting Invitees: Ridge, Kristine; James Henerey; Soto, Daniel; Perez, Daisy; Pham, Steven; Downs, Kathryn; Rudloff, Lisa; Plotnik, Elizabeth; Saba, Nabil; Carvalho, Sonia R.; Ciulla, Jack; Gomez, Daisy; Mitre -Ramirez, Norma; 'sonia.carvalho@bbklaw.com'; Valentin, David; Eakins, Paul; Mendoza, Steven; Sternberg, Brian; Orozco, Norma; Flores, Rosa; Thai, Minh Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen Budget Meeting Invitees: Solorio, Jose; Ridge, Kristine; Downs, Kathryn FMSA Daily Touch Base Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 8/9 7/9/2020 10:00 AM-10:30 AM Finance Director Monthly Calendar I The City of Santa Ana Janet Sutter with OCTA 11:00 AM-11:30 AM 1:30 PM-2:00 PM 4:00 PM-4:30 PM June 26, 2020 Friday 8:00 AM-5:00 PM June 29, 2020 nvitees: Financial Advisory/Dissemination Agent Kick -Off Invitees: ; Downs, Kathryn; Vidal, Sergio; Perez, Rosie; michaelb@urbanfuturesinc.com Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen FMSA Daily Touch Base Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Flores, Jaime Santa Ana City Hall Closed 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen June 30, 2020 Tuesday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen 3:00 PM-4:00 PM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn 4:00 PM-5:00 PM FMSA Daily Touch Base Invitees: ; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 9/9