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HomeMy WebLinkAbout12-2020 DOWNS1 /7/2021 Finance Director Monthly Calendar I The City of Santa Ana xecutive Dir Finance & Management Svcs (EM), Kathryn Downs Date / Time Description December 01, 2020 Tuesday 10:00 AM-11:00 AM BFSG Fall Webinar Series - Year -End Tax Planning Invitees: 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; I Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 5:00 PM-8:00 PM City Council Meeting Invitees: Downs, Kathryn December 02, 2020 Wednesday 10:00 AM-11:30 AM City Mgr/EMT Mtg w/Newly Elected Councilmembers I Invitees: Ridge, Kristine; Carvalho, Sonia R.; Ciulla, Jack; Downs, Kathryn; I Gomez, Daisy; James Henere ; Mendoza, Steven; Pham, Steven; Rudloff, y I Lisa; Saba, Nabil; Sternberg, Brian; Thai, Minh; Valentin, David; Soto, Daniel 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; Saba, Nabil I 7:00 PM-8:30 PM Mountaineers Webinar -Walking Cotswold Way I nvitees: December 03, 2020 Thursday 9:00 AM-10:00 AMJoint Review of UFI Materials Invitees: Downs, Kathryn; Vidal, Sergio https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 1/7 1 /7/2021 Finance Director Monthly Calendar I The City of Santa Ana 10:30 AM-11:30 AM Budget Research Manager Interview - Waldo Barela Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Barela, Waldo 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; Saba, Nabil 4:00 PM-5:00 PM FMSA Daily Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu December 04, 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; Saba, Nabil December 07, 2020 Monday 9:00 AM-10:00 AM Budget Manager Role Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Barela, Waldo 10:00 AM-11:00 AM SATMD Meeting Invitees: Andrade, Kristin; Holt, Will; Morley, Marc; Gorospe, Susan; Downs, Kathryn; Vidal, Sergio; Camacho, Daphne; Jimenez, Hector; Gutierrez, Alejandra 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; Saba, Nabil 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; Saba, Nabil g Y g Y December 08, 2020 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/7 1 /7/2021 Tuesday Finance Director Monthly Calendar I The City of Santa Ana 9:30 AM-12:30 PMGovernment Tax Webinar Day 1 Invitees: Downs, Kathryn 1:00 PM-2:00 PM FW: City of Santa Ana - Coronavirus Relief Fund Continuous Monitoring � Entrance Conference 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; Saba, Nabil 3:30 PM-4:00 PM Standing Meeting w/Kathryn Downs, Finance Exec Dir Invitees: Ridge, Kristine; Downs, Kathryn 4:00 PM-5:00 PM FMSA Daily Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu December 09, 2020 Wednesday 9:30 AM-12:30 PM Government Tax Webinar Day 2 Invitees: Downs, Kathryn 10:00 AM-12:00 PM 4 EMT Bi-weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; James class=SpellE>Henerey; Perez, Daisy; Pham, Steven; Downs, Kathryn; class=SpellE>Rudloff, Lisa; Plotnik, Elizabeth; Saba, Nabil; Ciulla, Jack; Gomez, Daisy; Mitre -Ramirez, Norma; Valentin, David; Eakins, Paul; Mendoza, Steven; Sternberg, Brian; Thai, Minh 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; Saba, Nabil 2:00 PM-3:00 PM Staffing Concerns/Recruitment Possibilities Invitees: Andrade, Kristin; Downs, Kathryn; Holt, Will; Gutierrez, Alejandra 3:30 PM-4:30 PM Santa Ana POB memo and presentation https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/7 1 /7/2021 Finance Director Monthly Calendar I The City of Santa Ana __F Invitees: Michael Busch; Downs, Kathryn; Vidal, Sergio December 10, 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; Saba, Nabil 4:00 PM-5:00 PM I FMSA Daily Touch Base I Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, I Will; Perez, Sandy; Barela, Waldo; Medel, Lulu December 11, 2020 Friday 8:00 AM-5:00 PMSanta Ana City Hall Closed December 14, 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; I Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 3:00 PM-4:00 PM _J City Projects Review Meeting Invitees: Thai, Minh; Holt, Will; Mendoza, Steven; Fregoso, Vince; Brown, I Judson; Pezeshkpour, Ali; Ortiz, Lorrie; Gabriel, Jason; Carvalho, Sonia R.; I Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Hodge, Ryan; Saba, Nabil December 15, 2020 Tuesday 10:00 AM-11:30 AM GoToWebinar - California Revenue Update - Preparing for the Coming Fiscal Year (and beyond). Invitees: Downs, Kathryn 11:00 AM-12:00 PM Retirement Plan — Legislation Looking Forward to 2021 g g Invitees: Downs, Kathryn https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/7 1 /7/2021 Finance Director Monthly Calendar I The City of Santa Ana 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; Saba, Nabil 4:00 PM-5:00 PM FMSA Daily Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez Sandy; Barela Waldo; Medel Lulu 5:00 PM-8:00 PM City Council Meeting Invitees: Downs, Kathryn December 16, 2020 Wednesday 10:00 AM-11:00 AM 1:1 Downs/Major Pro Tern Invitees: Andrade, Kristin; Penaloza, David; Downs, Kathryn 10:00 AM-11:00 AM 1:1 K. Downs / Penaloza Invitees: Penaloza, David; Downs, Kathryn 1:30 PM-2:00 PM I 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; Saba, Nabil 3:00 PM-4:00 PM Discussion of Mid -Year Report Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Ro, Sarah December 17, 2020 Thursday 1:30 PM-2:00 PMDaily 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; Saba, Nabil 4:00 PM-5:00 PM I FMSA Daily Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu December 18, 2020 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/7 1 /7/2021 Friday Finance Director Monthly Calendar I The City of Santa Ana 11:00 AM-12:00 PM ' City of Santa Ana: Audit Resolution Action Plan -Extension Request Invitees: Andrade, Kristin; Medel, Lulu; Flores, Jaime; Downs, Kathryn; Hanes, Carrie; WaltJosef.Lungan@calpers.ca.gov; LeiAnne.Cove rt@calpers. ca. gov; Kevin.Lau@calpers.ca.gov I 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; Saba, Nabil 2:00 PM-3:00 PM I s for Union Business Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Suter, Monica; Smiley, Ellen; Sommers, Jennifer; Charles.Leone@seiu721.org December 21, 2020 Monday 11:00 AM-12:00 PM Q3 2020 Sales Tax Report and Forecast Update - Santa Ana ; Barela, Waldo; Vidal, Sergio; Downs, Kathryn; Fran Mancia; Janis Varney; 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; Saba, Nabil 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; Saba, Nabil 4:00 PM-5:00 PM Meet and Greet with Councilmember Phan & Executive Director Downs Invitees: Andrade, Kristin; Downs, Kathryn; Phan, Thai i December 22, 2020 Tuesday 1:30 PM-2:00 PMDaily Conference Call with EMT and EOC Personnel https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/7 1 /7/2021 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins Paul; Es arza Enrique; Flores Rosa; Gominsky Jr Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil December 23, 2020 Wednesday 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; Saba, Nabil December 24, 2020 Thursday 8:00 AM-5:00 PM Santa Ana City Hall Closed December 25, 2020 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed December 28, 2020 Monday 8:00 AM-5:00 PM Santa Ana City Hall Closed December 29, 2020 Tuesday 8:00 AM-5:00 PM Santa Ana City Hall Closed December 30, 2020 Wednesday 8:00 AM-5:00 PM Santa Ana City Hall Closed December 31, 2020 Thursday 8:00 AM-5:00 PM Santa Ana City Hall Closed https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 7/7