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HomeMy WebLinkAbout05-2021 DOWNS6/8/2021 Finance Director Monthly Calendar i The City of Santa Ana Kathryn Downs, Executive Dir Finance & Management Services Date / Time May 03, 2021 Monday PAIII7 :2 Ji 15+*1111:2 LYi Description Crossing Guard Funding Invitees: Saba, Nabil; Downs, Kathryn 3:00 PM-4:00 PM City Projects Review Meeting May 04, 2021 Tuesday 9:30 AM-11:30 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, William E.; Hodge, Ryan; Saba, Nabil; Brown, Judson; McCann, Melanie; Valentin, David League's Legislative Briefing - 4/21 email has link to join Invitees: 11:30 AM-12:30 PM FB Rollforward Invitees: Downs, Kathryn; Barela, Waldo 2:30 PM-3:00 PM Call Mayor to discuss budget Invitees: 3:30 PM-4:00 PM Accounts Payable Invitees: Andrade, Kristin; Downs, Kathryn; Ro, Sarah; Vidal, Sergio 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, V Sergio; Holt, Will; Barela, Waldo; Ro, Sarah May 05, 2021 Wednesday https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/8/2021 Finance Director Monthly Calendar i The City of Santa Ana 10:00 AM-11:00 AM Salary Matrix Presentation 1:30 PM-2:00 PM 3:00 PM-3:30 PM May 06, 2021 Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Motsick, Jason; Ciulla, Jack; Flores, Jaime; Martinez, Maria (Finance) High Turnover in Finance Invitees: Downs, Kathryn; Motsick, Jason Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn Thursday 9:00 AM-10:00 AM 457 2021 1 st Quarter Committee Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Holt, Will; Perez, Rosie; julie.klassen@prudential.com; carol.blumenthal@prudential.com; dstewart@bfsg.com; chadn@bfsg.com; antonial@bfsg.com 11:00 AM-12:00 PM City of Santa Ana POB All Hands Call 2:00 PM-3:00 PM 4:00 PM-5:00 PM May 07, 2021 Friday Invitees: 'Michael Busch'; Jacob, Thomas Z (PF-Los Angeles); Kim, John (PF- Los Angeles); holly.vocal@bofa.com; 'Diane Quan'; samantha.fong@bofa.com; Bower, Jeffrey D; Sauers, Geoffrey; Rodriguez, Jorge F; Gewehr, Bradley; Raul Amezcua; Michael Mejia; Fernando Guerra; Forbath, Brian; Tracewell, Nicholas (PF-San Francisco); Vidal, Sergio; Downs, Kathryn Measure X Expenditure Update Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, I Sergio; Holt, Will; Barela, Waldo; Ro, Sarah 12:00 PM-1:00 PM Abatement at El Centro (837 Ross) Invitees: Mendoza, Steven; Nunez, Alvaro; Eggers, Terri; Esparza, Enrique; Gominsky Jr, Kenneth; Funk, John; Carvalho, Sonia R.; Saba, Nabil; Guillen, Pedro; Rodriguez, Arturo; Scott-Leistra, Deborah; EMT - Directors; Ridge, Kristine 1:30 PM-2:00 PM Connect: Councilmember Lopez & Kathryn Downs https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/8 6/8/2021 Finance Director Monthly Calendar i The City of Santa Ana Invitees: Andrade, Kristin; Downs, Kathryn; Lopez, Jessie May 10, 2021 Monday 1:00 PM-1:30 PM ARP State and Local Program Briefing Invitees: Downs, Kathryn 3:00 PM-4:00 PM j City Projects Review Meeting May 11, 2021 Tuesday 9:00 AM-9:30 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, William E.; Hodge, Ryan; Saba, Nabil; Brown, Judson; McCann, Melanie; Valentin, David Evaluation Waldo Barela Invitees: Andrade, Kristin; Downs, Kathryn; Barela, Waldo 11:00 AM-11:30 AM Recent Finance Turnover and Recruiting Priorities Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Castro, Omar 2:00 PM-3:00 PM Abatement at El Centro (837 Ross) Invitees: Mendoza, Steven; Nunez, Alvaro; Eggers, Terri; Esparza, Enrique; Gominsky Jr, Kenneth; Funk, John; Carvalho, Sonia R.; Saba, Nabil; Guillen, Pedro; Rodriguez, Arturo; Ridge, Kristine; Montiel, Juan; Rudloff, Lisa; 'jessica@citynet.org'; Montoya, Jose 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo; Ro, Sarah 6:00 PM-7:30 PM Revive Santa Ana Community Townhall Invitees: Eakins, Paul; Ridge, Kristine; Downs, Kathryn; Perez, Daisy; Soto, Daniel; Sarmiento, Vicente; Flores, Rosa May 12, 2021 Wednesday 10:00 AM-12:00 PM EMT Bi-weekly Meeting https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/8 6/8/2021 Finance Director Monthly Calendar i The City of Santa Ana 1:00 PM-2:00 PM &WIJ U Ji 15IGIII U LYi 4:00 PM-5:00 PM May 13, 2021 Thursday 10:00 AM-10:30 AM 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 Federal Advocacy Update Call: Coronavirus Local Fiscal Relief Fund Treasury Dept. Guidance Invitees: Downs, Kathryn ra:��_a:z�•ralrra�_ Invitees: Andrade, Kristin; Downs, Kathryn; Andre.Monette@bbklaw.com CNG Financing y Invitees: Saba, Nabil; Chesanek, Tyrone; Downs, Kathryn; Vidal, Sergio Meet w/Kathryn Downs, Exec Dir of Finance Invitees: Ridge, Kristine; Downs, Kathryn 11:00 AM-12:00 PM Santa Ana Staff Legislative Committee Monthly 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; Flores, David; Carlos, Joanthony; 'Leslie. Poll ner@hklaw.com'; dan@dcmgroupllc.com; 'Casey Elliott' 4:00 PM-5:00 PM FMSA Touch Base May 14, 2021 Friday 8:00 AM-5:00 PM Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo; Ro, Sarah Santa Ana City Hall Closed Invitees: Downs, Kathryn 10:00 AM-11:00 AM Budget Discussion Invitees: Phan, Thai; Downs, Kathryn; tphan@rutan.com May 17, 2021 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/8 6/8/2021 Monday Finance Director Monthly Calendar i The City of Santa Ana 3:00 PM-4:00 PM Y 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; V Valentin, David May 18, 2021 Tuesday 10:00 AM-11:00 AM Q2 2021 Economic Outlook Invitees: 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; Ro, Sarah 5:00 PM-8:00 PM City Council Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio May 19, 2021 Wednesday 8:00 AM-8:45 AM Budget Analyst - Orals - Panel Briefing Invitees: Castro, Omar; Barela, Waldo; Downs, Kathryn 2:30 PM-3:15 PM Budget Analyst - Orals - Panel Debriefing Invitees: Castro, Omar; Barela, Waldo; Downs, Kathryn 3:30 PM-4:00 PM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn May 20, 2021 Thursday 7:30 EMT Walk the City with the ACM - Todays Selected area is walking the 7:30 AM-9:30 AM western segment of the Street Car Route. City Hall toward Harbor. Bring hiking boots. Invitees: Mendoza, Steven; EMT - Directors https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/8 6/8/2021 Finance Director Monthly Calendar i The City of Santa Ana 10:00 AM-10:30 AM 1:1 Lulu & Kathryn Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu 1:00 PM-2:00 PM Federal Advocacy: ARPA Coronavirus Local Fiscal Recovery Fund Guidance Update Invitees: 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; Ro, Sarah May 21, 2021 Friday 1:00 PM-2:00 PM GFOA What you Need to Know About the American Rescue Plan Act (Encore) Invitees: Downs, Kathryn 2:00 PM-3:00 PM Santa Ana 2021 POBs - Rating Strategy Discussion Invitees: 'Tracewell, Nicholas (PF-San Francisco)% Downs, Kathryn; Vidal, Sergio; 'Mike Busch(michaelb@urbanfuturesinc.com)'; Kim, John (PF-Los Angeles); Jacob, Thomas Z (PF-Los Angeles) May 24, 2021 Monday 11:00 AM-12:00 PM I City of Santa Ana POB Initial Document Review Call Invitees: 'Michael Busch'; Jacob, Thomas Z (PF-Los Angeles); Kim, John (PF- Los Angeles); holly.vocal@bofa.com; 'Diane Quan'; samantha.fong@bofa.com; Bower, Jeffrey D; Sauers, Geoffrey; Rodriguez, Jorge F; Gewehr, Bradley; Raul Amezcua; Michael Mejia; Fernando Guerra; Forbath, Brian; Tracewell, Nicholas (PF-San Francisco); Vidal, Sergio; Downs, Kathryn; Glyer, Reed T.C.; Burns, Allison 12:00 PM-12:30 PM Meeting w/Kristine Ridge Downs, Exec Dir of Finance Invitees: Ridge, Kristine; Downs, Kathryn 1:00 PM-2:00 PM Meeting w/Mayor Sarminento, Exec Dir of Finance Invitees: Sarmiento, Vicente; Downs, Kathryn 2:00 PM-3:00 PM FMSA Records Review https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/8 6/8/2021 Finance Director Monthly Calendar i The City of Santa Ana 3:00 PM-4:00 PM Invitees: Flores, Dora; Downs, Kathryn; Andrade, Kristin; Barela, Waldo; Holt, Will; Medel, Lulu; Perez, Sandy; Ro, Sarah; Vidal, Sergio; Mitre -Ramirez, Norma; Gomez, Daisy; Banuelos, Lynda; 'gladwe114@aol.com'; 'info@gladwellgov.org' 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.; Valentin, David; Pezeshkpour, Ali; Carvalho, Sonia R.; Hodge, Ryan; Saba, Nabil; Brown, Judson; McCann, y Melanie; Gutierrez, Alejandra 5:00 PM-10:00 PM I City Council Zoom Meeting Information May 25, 2021 Tuesday 4:00 PM-5:00 PM May 26, 2021 Wednesday Invitees: Mitre -Ramirez, Norma; Downs, Kathryn; Gomez, Daisy FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo; Ro, Sarah 10:00 AM-12:00 PM I EMT Bi-weekly Meeting (Host = KR) 11 WJ5&M:JJil May 27, 2021 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 Discussion re: Taxi Cabs Invitees: Ridge, Kristine; Thai, Minh; Downs, Kathryn Thursday 2:00 PM-3:00 PM 2:1 Kat & Will & Alex 4:00 PM-5:00 PM Invitees: Andrade, Kristin; Downs, Kathryn; Gutierrez, Alejandra; Holt, Will FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, Sergio; Holt, Will; Barela, Waldo; Ro, Sarah https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 7/8 6/8/2021 May 28, 2021 Finance Director Monthly Calendar i The City of Santa Ana Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed Invitees: Downs, Kathryn May 31, 2021 Monday 7:30 AM-5:30 PM Holiday Invitees: https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 8/8