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HomeMy WebLinkAbout04-2021 DOWNS5/10/2021 Finance Director Monthly Calendar I The City of Santa Ana Kathryn Downs, Executive Dir Finance & Management Services Date / Time Description April 01, 2021 Thursday 10:30 AM-11:00 AM Meet and Greet with Kathryn & Dulce Rocha Invitees: Barela, Waldo; Downs, Kathryn; Rocha, Dulce 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 April 02, 2021 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed April 05, 2021 Monday 1:00 PM-1:30 PM 1:1 K. Downs / T. Phan - Budget Talk Invitees: Phan, Thai; Downs, Kathryn; 'Phan, Thai Viet' 2:00 PM-3:00 PM FW: Santa Ana Broadband Discussion Invitees: 'Melanie Downing' 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 4:00 PM-5:00 PM Finance/HRD Meeting - ARPA Discussion https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 1/8 5/10/2021 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Motsick, Jason; Downs, Kathryn; Medel, Lulu; Vidal, Sergio; Ro, Sarah; Blanquet-Lopez, Maria; Hanes, Carrie; Knauerhaze, Tania; Castro, Omar; Sommers, Jennifer April 06, 2021 Tuesday 10:00 AM-10:30 AM Santa Ana POB update Invitees: Forbath, Brian; Burns, Allison; Vidal, Sergio; Michael Busch; Julio Morales Ouliom@urbanfuturesinc.com); Andrade, Kristin; Downs, Kathryn 11:00 AM-12:00 PM Purchasing Division Update Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio 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 2:00 PM-2:30 PM Discussion on Deliverables Invitees: Barela, Waldo; 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 April 07, 2021 Wednesday 10:00 AM-10:30 AM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn 2:00 PM-4:00 PM Measure X Oversight Committee Recommendations to Council Invitees: Andrade, Kristin; Downs, Kathryn; Tim Johnson; Carlos Perea April 08, 2021 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/8 5/10/2021 Finance Director Monthly Calendar I The City of Santa Ana Thursday 11:00 AM-12:00 PM City of Santa Ana Underwriter Proposal Review Invitees: 'Michael Busch'; Vidal, Sergio; Downs, Kathryn 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 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo April 09, 2021 Friday April 12, 2021 Monday 9:00 AM-10:00 AM OCTA Board of Directors Meeting nvitees: 10:00 AM-10:30 AM Water Bill Inserts Invitees: Downs, Kathryn; Rudloff, Lisa; Mendoza, Steven 10:00 AM-10:30 AM Lisa Rudloff Zoom Meeting Invitees: Rudloff, Lisa; Downs, Kathryn; Mendoza, Steven 3:00 PM-4:00 PM City Projects Review Meeting Invitees: Thai, Minh; Mendoza, Steven; Ortiz, Lorrie; Gabriel, Jason; Kwak, Jason; Nunez, Alvaro; Flores, Rosa; Higgins, Taig; Zurita, Bianca; Ridge, Kristine; Perez, Daisy; Galvez, William E.; Pezeshkpour, Ali; Carvalho, Sonia R.; Hodge, Ryan; Saba, Nabil; Brown, Judson; McCann, Melanie; son ia.carvalho@bbklaw.com; Valentin, David; Esparza, Benita; Esparza, Enrique April 13, 2021 Tuesday https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/8 5/10/2021 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; 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 2:00 PM-3:00 PM Investment Committee Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Holt, Will; Perez, Rosie; Gutierrez, Alejandra; Vidal, Sergio 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo April 14, 2021 Wednesday 9:00 AM-10:00 AM A conversation with the U.S. Department of Treasury on implementation of the American Rescue Plan Invitees: Downs, Kathryn 10:00 AM-11:00 AM 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 April 15, 2021 Thursday April 16, 2021 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed April 19, 2021 Monday 8:00 AM-8:45 AM Interview City of Santa Ana & Ramirez & Co for Underwriting Proposal https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/8 5/10/2021 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; BForbath@stradlinglaw.com; michaelb@urbanfuturesinc.com; raul.amezcua@ramirezco.com; michael.mejia@ramirezco.com; fernando.guerra@ramirezco.com 8:00 AM-6:00 PM Panel Recap for Underwriter Interviews Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; 'BForbath@stradlinglaw.com'; 'michaelb@urbanfuturesinc.com' 9:00 AM-9:45 AM Interview City of Santa Ana & Citi for Underwriting Proposal Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; BForbath@stradlinglaw.com; michaelb@urbanfuturesinc.com; christopher.mukai@citi.com; victor.m.andrade.jr@citi.com 10:00 AM-10:45 AM Interview City of Santa Ana & Stifle for Underwriting Proposal Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; BForbath@stradlinglaw.com; michaelb@urbanfuturesinc.com; jkim@stifel.com; tjacob@stifel.com 11:00 AM-11:45 AM Interview City of Santa Ana & JPMorgan for Underwriting Proposal Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; BForbath@stradlinglaw.com; michaelb@urbanfuturesinc.com; tyler.old@jpmorgan.com; juan-fernandez@jpmorgan.com; antti. m.suhonen@jpmorgan.com 1:00 PM-1:45 PM Interview City of Santa Ana & Raymond James for Underwriting Proposal Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; BForbath@stradlinglaw.com; michaelb@urbanfuturesinc.com; jose.vera@raymondjames.com; emily.giles@raymondjames.com; ken.yoon@raymondjames.com; parker.colvin@raymondjames.com 2:00 PM-2:45 PM Interview City of Santa Ana & RBC for Underwriting Proposal Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; BForbath@stradlinglaw.com; michaelb@urbanfuturesinc.com; john.solarczyk@rbccm-com; james.kelly@rbccm.com; greg.dawley@rbccm.com 3:00 PM-3:45 PM Interview City of Santa Ana & BofA for Underwriting Proposal Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; BForbath@stradlinglaw.com; michaelb@urbanfuturesinc.com; holly.vocal@bofa.com; jeffrey-bower@bofa.com; j.rodriguez@bofa.corn 3:00 PM-4:00 PM City Projects Review Meeting https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/8 5/10/2021 Finance Director Monthly Calendar I The City of Santa Ana 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; Valentin, David April 20, 2021 Tuesday 10:30 AM-11:00 AM Discuss Budget Invitees: Ridge, Kristine; Downs, Kathryn; James Henerey 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 2:00 PM-2:30 PM Telecommuting in a Post -Vaccine World Invitees: Downs, Kathryn; Motsick, Jason 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 April 21, 2021 Wednesday 1:00 PM-2:00 PM Review Draft Budget Invitees: Ridge, Kristine; Downs, Kathryn 3:00 PM-3:30 PM 1:1 Lulu & Kathryn Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu April 22, 2021 Thursday 10:00 AM-11:00 AM 2:1 Kat & Will & Alex https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/8 5/10/2021 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 April 23, 2021 Friday April 26, 2021 Monday April 27, 2021 Tuesday 9:00 AM-10:30 AM CalPERS Asset Liability Management Quarterly Webinar Invitees: Downs, Kathryn 11:30 AM-12:00 PM Discuss Soofa/Electric Signs Invitees: Ridge, Kristine; Carvalho, Sonia R.; Ciulla, Jack; Downs, Kathryn; Gomez, Daisy; James Henerey; Mendoza, Steven; Motsick, Jason; Rudloff, Lisa; Saba, Nabil; Sternberg, Brian; Thai, Minh; Valentin, David 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 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo April 28, 2021 Wednesday 10:00 AM-12:00 PM EMT Bi-weekly Meeting (Host = KR) https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 7/8 5/10/2021 Finance Director Monthly Calendar I The City of Santa Ana 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 3:00 PM-3:30 PM Connect: Kat & Minh - Building Rev V Exp Invitees: Andrade, Kristin; Downs, Kathryn; Thai, Minh April 29, 2021 Thursday 10:00 AM-11:30 AM CSMFO POB's Webinar nvitees: 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 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo April 30, 2021 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 8/8