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HomeMy WebLinkAbout03-2021 DOWNS4/ 12/2021 Finance Director Monthly Calendar i The City of Santa Ana Kathryn Downs, Executive Dir Finance & Management Services Date / Time Description March 01, 2021 Monday 10:00 AM-10:15 AM I Welcome Carey Li (Kathryn Downs, Executive Director) Invitees: Andrade, Kristin; Li, Carey; Downs, Kathryn 11:00 AM-12:00 PM Basement Remodel Discussion Invitees: Motsick, Jason; Downs, Kathryn; Ciulla, Jack; Saba, Nabil 2:00 PM-3:00 PM Discuss Strategic Plan Invitees: Ridge, Kristine; Downs, Kathryn; Thai, Minh; Saba, Nabil; Valentin, David; Motsick, Jason; Ciulla, Jack; Mendoza, Steven; Sternberg, Brian; Rudloff, Lisa 3:00 PM-4:00 PM City Projects Review Meeting March 02, 2021 Tuesday 9:30 AM-10:30 AM Invitees: Thai, Minh; Mendoza, Steven; Pezeshkpour, Ali; Ortiz, Lorrie; Gabriel, Jason; Carvalho, Sonia R.; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, Y William E.; Hodge, Ryan; Saba, Nabil; Brown, Judson; McCann, Melanie Discuss Budget Process, Tasks, Etc. Invitees: Barela, Waldo; Downs, Kathryn; Rubio, Elizabeth 2:00 PM-2:30 PM Discuss Strategic Plan Invitees: Ridge, Kristine; Downs, Kathryn 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo 5:00 PM-8:00 PM City Council Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 1 /9 4/ 12/2021 March 03, 2021 Finance Director Monthly Calendar i The City of Santa Ana Wednesday 12:30 PM-1:00 PM Discuss Urgency Ordinance Invitees: Ridge, Kristine; Downs, Kathryn; Eakins, Paul; Thai, Minh March 04, 2021 Thursday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel 4:00 PM-5:00 PM Invitees: Valentin, David; Rhyner, Stephen; Thai, Minh; Carroll, Robert; EMT - Directors; Paulson, Eric; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Saba, Nabil; Gominsky Jr, Kenneth; Claborn, Michael; Rudloff, Lisa; Vidal, Sergio; Ciulla, Jack; Gomez, Daisy; Ridge, Kristine; Fisher, Ethan; Downs, Kathryn; Sternberg, Brian; Carvalho, Sonia R.; James Henerey; Motsick, Jason; Scott- Leistra, Deborah; Pham, Steven; Mendoza, Steven; Galvez, William E.; Nunez, Alvaro; Weber, Richard; sonia.carvalho@bbklaw.com FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo March 05, 2021 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed 8:20 AM-9:30 AM ACC-OC/UCI Public Policy Making Academy - City Finance Invitees: 'Courtney Arlow'; Downs, Kathryn; Amy Bue March 08, 2021 Monday 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Mendoza, Steven; 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; Brown, Judson; McCann, Melanie March 09, 2021 Tuesday https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/9 4/ 12/2021 Finance Director Monthly Calendar i The City of Santa Ana 8:30 AM-11:45 AM 1:30 PM-2:00 PM 3:00 PM-3:30 PM 4:00 PM-5:00 PM March 10, 2021 Wednesday 10:00 AM-12:00 PM 6:00 PM-8:00 PM March 11, 2021 Thursday 1:30 PM-2:00 PM UCLA Anderson Forecast Zoom Meeting Invitees: Downs, Kathryn Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Rhyner, Stephen; Thai, Minh; Carroll, Robert; EMT - Directors; Paulson, Eric; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Saba, Nabil; Gominsky Jr, Kenneth; Claborn, Michael; Rudloff, Lisa; Vidal, Sergio; Ciulla, Jack; Gomez, Daisy; Ridge, Kristine; Fisher, Ethan; son ia.carvalho@bbklaw.com; Downs, Kathryn; Sternberg, Brian; Carvalho, Sonia R.; James Henerey; Motsick, Jason; Scott-Leistra, Deborah; Pham, Steven; Mendoza, Steven; Galvez, William E.; Nunez, Alvaro; Weber, Richard Meeting re: Outreach of Budget Town Hall Invitees: Eakins, Paul; Barela, Waldo; Macedonio, Margarita; Downs, Kathryn FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo EMT Bi-weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; James Henerey; Perez, Daisy; Downs, Kathryn; Rudloff, Lisa; Plotnik, Elizabeth; Saba, Nabil; Ciulla, Jack; Gomez, Daisy; Mitre -Ramirez, Norma; Valentin, David; Eakins, Paul; Mendoza, Steven; Sternberg, Brian; Thai, Minh; Soto, Daniel; Motsick, Jason Measure X Citizen Oversight Committee Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Abigail Landaverde (abigai112@yahoo.com); Alonzo Lugo (alonzolugo@gmail. com); Carlos Perea (carlosiran1992@gmail.com); Christopher Leo (chleo1966@aol.com); Keith Carpenter (edison@pacbell.net); Timothy Johnson (tjohnson@jlkrllp.com) Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Rhyner, Stephen; Thai, Minh; Carroll, Robert; EMT - Directors; Paulson, Eric; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Saba, Nabil; Gominsky Jr, Kenneth; Claborn, Michael; Rudloff, Lisa; Vidal, Sergio; Ciulla, Jack; Gomez, Daisy; Ridge, Kristine; Fisher, Ethan; sonia.carvalho@bbklaw.com; Downs, Kathryn; Sternberg, Brian; Carvalho, Sonia R.; James Henerey; Motsick, Jason; Scott-Leistra, Deborah; Pham, Steven; Mendoza, Steven; Galvez, William E.; Nunez, Alvaro; Weber, Richard https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/9 4/ 12/2021 4:00 PM-5:00 PM Finance Director Monthly Calendar i The City of Santa Ana FMSA Touch Base March 12, 2021 Friday Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo 12:00 PM-4:00 PM 2021 Virtual Economic Report Invitees: Downs, Kathryn 1:00 PM-1:30 PM Meeting w/Kathryn Downs, Exec Dir of Finance Invitees: Ridge, Kristine; Downs, Kathryn March 15, 2021 Monday 9:00 AM-10:00 AM GEMT Appeal (Cost Benefit Analysis) 2:00 PM-3:00 PM Invitees: Andrade, Kristin; Downs, Kathryn; Holt, Will; Gutierrez, Alejandra; Yu, Jasmine; Ro, Sarah IT Budget Meeting Invitees: Andrade, Kristin; Ridge, Kristine; Downs, Kathryn; Ciulla, Jack; Torres, Melanie 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Mendoza, Steven; 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; Brown, Judson; McCann, Melanie March 16, 2021 Tuesday 10:00 AM-11:00 AM I Cannabis Ordinance Amendments Meeting 1:30 PM-2:00 PM Invitees: Thai, Minh; Nunez, Alvaro; Pezeshkpour, Ali; Morley, Marc; Holt, Will; Downs, Kathryn; Funk, John; Nellesen, Kyle Daily Conference Call with EMT and EOC Personnel https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/9 4/ 12/2021 Finance Director Monthly Calendar i The City of Santa Ana 4:00 PM-5:00 PM 5:00 PM-8:00 PM March 17, 2021 Wednesday Invitees: Valentin, David; Rhyner, Stephen; Thai, Minh; Carroll, Robert; EMT - Directors; Paulson, Eric; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Saba, Nabil; Gominsky Jr, Kenneth; Claborn, Michael; Rudloff, Lisa; Vidal, Sergio; Ciulla, Jack; Gomez, Daisy; Ridge, Kristine; Fisher, Ethan; sonia.carvalho@bbklaw.com; Downs, Kathryn; Sternberg, Brian; Carvalho, Sonia R.; James Henerey; Motsick, Jason; Scott-Leistra, Deborah; Pham, Steven; Mendoza, Steven; Galvez, William E.; Nunez, Alvaro; Weber, Richard FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, y Sergio; Holt, Will; Barela, Waldo City Council Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio 11:00 AM-12:00 PM I CAO Budget Meeting Invitees: Ridge, Kristine; Downs, Kathryn; Carvalho, Sonia R.; 'Sonia Carvalho'; Quintana, David 12:00 PM-1:00 PM HR Budget Meeting Invitees: Ridge, Kristine; Motsick, Jason; Scott-Leistra, Deborah; Downs, Kathryn 1:30 PM-2:30 PM CDA Budget Meeting March 18, 2021 Thursday 8:30 AM-9:00 AM I Invitees: Ridge, Kristine; Mendoza, Steven; Gorospe, Susan; Downs, Kathryn FW: Community Outreach at Vaccine Clinic Invitees: Mendoza, Steven; Downs, Kathryn; Perez, Daisy; Rudloff, Lisa; Thai, Minh; Saba, Nabil; Sternberg, Brian 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Rhyner, Stephen; Thai, Minh; Carroll, Robert; EMT - Directors; Paulson, Eric; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Saba, Nabil; Gominsky Jr, Kenneth; Claborn, Michael; Rudloff, Lisa; Vidal, Sergio; Ciulla, Jack; Gomez, Daisy; Ridge, Kristine; Fisher, Ethan; son ia.carvalho@bbklaw.com; Downs, Kathryn; Sternberg, Brian; Carvalho, Sonia R.; James Henerey; Motsick, Jason; Scott-Leistra, Deborah; Pham, Steven; Mendoza, Steven; Galvez, William E.; Nunez, Alvaro; Weber, Richard https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/9 4/ 12/2021 March 19, 2021 Finance Director Monthly Calendar i The City of Santa Ana Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed March 22, 2021 Monday 9:00 AM-10:00 AM Audit Services RFP Interview: City of Santa Ana & CliftonLarsonAllen Invitees: Andrade, Kristin; Daphnie.Munoz@claconnect.com; Ro, Sarah; Trinidad, Alexander; Downs, Kathryn; Vidal, Sergio 11:00 AM-12:00 PM I Audit Services RFP Interview: City of Santa Ana & Crowe LLP 1:30 PM-2:30 PM Invitees: Andrade, Kristin; kathy.lai@crowe.com; Ro, Sarah; Trinidad, Y Alexander; Downs, Kathryn; Vidal, Sergio Audit Services RFP Interview: City of Santa Ana & MGO Invitees: Andrade, Kristin; (hurley@mgocpa.com; Ro, Sarah; Trinidad, Alexander; Downs, Kathryn; Vidal, Sergio 3:00 PM-4:00 PM I Audit Services RFP Interview: City of Santa Ana & The Pun Group LLP 3:00 PM-4:00 PM March 23, 2021 Tuesday 9:00 AM-9:30 AM Invitees: Andrade, Kristin; Ken.Pun@pungroup.com; Ro, Sarah; Trinidad, Alexander; Downs, Kathryn; Vidal, Sergio City Projects Review Meeting Invitees: Thai, Minh; Mendoza, Steven; 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; Brown, Judson; McCann, Melanie FW: March 25th - Community Budget Mtg - Com-Link Poll Options Invitees: Macedonio, Margarita; Downs, Kathryn; Perez, Daisy; Eakins, Paul; Barela, Waldo 10:00 AM-11:00 AM PRCSA Budget meeting Invitees: Ridge, Kristine; Downs, Kathryn; Rudloff, Lisa; Arroyo, Francisco 11:00 AM-12:00 PM I PBA Budget Meeting https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/9 4/ 12/2021 Finance Director Monthly Calendar i The City of Santa Ana Y Invitees: Ridge, Kristine; Downs, Kathryn; Thai, Minh; Mooradian, Sona 1:30 PM-2:00 PM PAIIIII :2 Ji 15CW111 :2 LYi March 24, 2021 Wednesday 9:00 AM-9:45 AM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Rhyner, Stephen; Thai, Minh; Carroll, Robert; EMT - Directors; Paulson, Eric; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Saba, Nabil; Gominsky Jr, Kenneth; Claborn, Michael; Rudloff, Lisa; Vidal, Sergio; Ciulla, Jack; Gomez, Daisy; Ridge, Kristine; Fisher, Ethan; son ia.carvalho@bbklaw.com; Downs, Kathryn; Sternberg, Brian; Carvalho, Sonia R.; James Henerey; Motsick, Jason; Scott-Leistra, Deborah; Pham, Steven; Mendoza, Steven; Galvez, William E.; Nunez, Alvaro; Weber, Richard PD Budget Meeting Invitees: Ridge, Kristine; Downs, Kathryn; Valentin, David; Carroll, Robert OCTA MOE Invitees: Ro, Sarah; Vidal, Sergio; Trinidad, Alexander; Yu, Jasmine; Mercer, Margaret; Melgar, Dina; Elepano, Jasmin; Galvez, William E.; Guillen, Pedro 11:00 AM-12:00 PM COTC Budget Meeting Invitees: Ridge, Kristine; Downs, Kathryn; Gomez, Daisy 1:00 PM-2:00 PM Audit Services Proposals Evaluation Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Trinidad, Alexander; Ro, Sarah 2:00 PM-3:00 PM LIB Budget Meeting Invitees: Ridge, Kristine; Downs, Kathryn; Sternberg, Brian; Arroyo, Francisco I March 25, 2021 Thursday 9:00 AM-10:00 AM Annual Evaluation Lulu Medel Invitees: Downs, Kathryn; Medel, Lulu 10:00 AM-10:30 AM City of Santa Ana: Monthly ECR Update Invitees: 'Lungan, Walt Josef; Hanes, Carrie; Downs, Kathryn; Flores, Jaime; Lau, Kevin; Nguyen, Truc; Covert, LeiAnne 11:00 AM-12:00 PM 2:1 Will & Kathryn https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 7/9 4/ 12/2021 Finance Director Monthly Calendar i The City of Santa Ana Invitees: Andrade, Kristin; Downs, Kathryn; Holt, Will; Gutierrez, Alejandra 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Rhyner, Stephen; Thai, Minh; Carroll, Robert; EMT - Directors; Paulson, Eric; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Saba, Nabil; Gominsky Jr, Kenneth; Claborn, Michael; Rudloff, Lisa; Vidal, Sergio; Ciulla, Jack; Gomez, Daisy; Ridge, Kristine; Fisher, Ethan; son ia.carvalho@bbklaw.com; Downs, Kathryn; Sternberg, Brian; Carvalho, Sonia R.; James Henerey; Motsick, Jason; Scott-Leistra, Deborah; Pham, Steven; Mendoza, Steven; Galvez, William E.; Nunez, Alvaro; Weber, Richard 2:30 PM-4:00 PM PWA Budget Meeting Invitees: Ridge, Kristine; Downs, Kathryn; Saba, Nabil; Mercer, Margaret 7:00 PM-8:00 PM Community Budget Meeting (Sunshine Ordinance) for FY 21-22 Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Rubio, Elizabeth; Sawalha, Hanan March 26, 2021 Friday 1:00 PM-2:00 PM CMO Budget Meeting Invitees: Ridge, Kristine; Downs, Kathryn; Perez, Daisy 1:30 PM-2:00 PM Connect: Kathryn, Sarah & Waldo Invitees: Andrade, Kristin; Downs, Kathryn; Barela, Waldo; Ro, Sarah 2:00 PM-3:00 PM FIN Budget Meeting Invitees: Ridge, Kristine; Downs, Kathryn; Vidal, Sergio March 29, 2021 Monday 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Mendoza, Steven; 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; Brown, Judson; McCann, Melanie March 30, 2021 Tuesday 9:30 AM-10:00 AM Meeting to discuss Budget & ARPA Community Outreach https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 8/9 4/12/2021 Finance Director Monthly Calendar i The City of Santa Ana Invitees: Ridge, Kristine; Downs, Kathryn; Eakins, Paul 11:00 AM-12:00 PM Q4 2020 Sales Tax report/updated Forecast - Santa Ana 1:30 PM-2:00 PM Invitees: 'Laura Burnett'; Fran Mancia; Barela, Waldo; Vidal, Sergio; Downs, Kathryn; Janis Varney; Holt, Will Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Rhyner, Stephen; Thai, Minh; Carroll, Robert; EMT - Directors; Paulson, Eric; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Saba, Nabil; Gominsky Jr, Kenneth; Claborn, Michael; Rudloff, Lisa; Vidal, Sergio; Ciulla, Jack; Gomez, Daisy; Ridge, Kristine; Fisher, Ethan; son ia.carvalho@bbklaw.com; Downs, Kathryn; Sternberg, Brian; Carvalho, Sonia R.; James Henerey; Motsick, Jason; Scott-Leistra, Deborah; Pham, Steven; Mendoza, Steven; Galvez, William E.; Nunez, Alvaro; Weber, Richard 3:00 PM-4:00 PM Cannabis Ordinance Amendments Meeting Invitees: Thai, Minh; Downs, Kathryn; Nunez, Alvaro; Pezeshkpour, Ali; y Nellesen, Kyle; Funk, John; Morley, Marc; Holt, Will 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo March 31, 2021 Wednesday 10:00 AM-12:00 PM EMT Bi-weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; James Henerey; Perez, Daisy; Downs, Kathryn; Rudloff, Lisa; Plotnik, Elizabeth; Saba, Nabil; Ciulla, Jack; Gomez, Daisy; Mitre -Ramirez, Norma; Valentin, David; Eakins, Paul; Mendoza, Steven; Sternberg, Brian; Thai, Minh; Soto, Daniel; Motsick, Jason 2:00 PM-3:00 PM City of Santa Ana Underwriter Proposal Evaluation Review Invitees: 'Michael Busch'; Downs, Kathryn; Vidal, Sergio; Branden Kfoury; Wing -See Fox; Julio Morales https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 9/9