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HomeMy WebLinkAbout06-2021 DOWNS7/8/2021 Finance Director Monthly Calendar i The City of Santa Ana Kathryn Downs, Executive Dir Finance & Management Services Date / Time June 01, 2021 Tuesday iiI D1111:2Ji15+AGIII:2LYi Description Budget Discussion - CMBR Bacerra / CM Ridge Invitees: Bacerra, Phil; Downs, Kathryn; Ridge, Kristine; 'philbacerra@gmail.com' 5:00 PM-8:00 PM City Council Meeting June 02, 2021 Wednesday 4:30 PM-5:00 PM June 03, 2021 Thursday Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn 10:00 AM-11:00 AM Actuarial Report review Invitees: Andrade, Kristin; Scott-Leistra, Deborah; Vidal, Sergio; Downs, Kathryn; Ro, Sarah; Barela, Waldo 3:00 PM-4:00 PM City of Santa Ana Call with CalPERS Invitees: 'Michael Busch'; Worgan, Kerry; holly.vocal@bofa.com; Kim, John (PF-Los Angeles); Jacob, Thomas Z; Michael Mejia; raul.amezcua@ramirezco.com; Vidal, Sergio; Downs, Kathryn 3:30 PM-4:00 PM Discuss PD's Budget Invitees: Ridge, Kristine; Mendoza, Steven; Valentin, David; Downs, Kathryn; V Barela, Waldo; Carroll, Robert; Rodriguez, Roberto 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 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 1 /7 7/8/2021 6:00 PM-8:00 PM June 04, 2021 Friday June 07, 2021 Monday 2:00 PM-3:00 PM 1 3:00 PM-4:00 PM June 08, 2021 Tuesday Finance Director Monthly Calendar i The City of Santa Ana Continuance of June 1 City Council Meeting Invitees: Audit Entrance Conference - Santa Ana Invitees: Perl, Rob; Vidal, Sergio; Ro, Sarah; Trinidad, Alexander; Munoz, Daphnie; Radermacher, Kassie 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; Valentin, David; Zelaya Melicher, Fabiola 2:00 PM-3:00 PM MUS Arrearage -Next Steps Invitees: Andrade, Kristin; Downs, Kathryn; Holt, Will; Gutierrez, Alejandra 4:00 PM-5:00 PM I FMSA Touch Base Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Perez, Sandy; Vidal, V Sergio; Holt, Will; Barela, Waldo; Ro, Sarah June 09, 2021 Wednesday 10:00 AM-12:00 PM I EMT Bi-weekly Meeting 6:00 PM-8:00 PM 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 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/7 7/8/2021 Finance Director Monthly Calendar i The City of Santa Ana 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) June 10, 2021 Thursday 11:00 AM-12:00 PM Santa Ana Staff Legislative Committee Monthly Meeting June 11, 2021 Friday 8:00 AM-5:00 PM June 14, 2021 Monday 3:00 PM-4:00 PM June 15, 2021 Tuesday E'k-111_1J5 10111_1 Ji 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; i 'Leslie. Poll ner@hklaw.com'; dan@dcmgroupllc.com; 'Casey Elliott' Santa Ana City Hall Closed 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, Melanie; Zelaya Melicher, Fabiola /_1 V 9-1... IM Invitees: Andrade, Kristin; Vidal, Sergio; Downs, Kathryn; Trinidad, Alexander; Ro, Sarah 10:30 AM-11:30 AM Brian Forbath's Zoom Meeting to review Santa Ana POS 5:00 PM-8:00 PM Invitees: 'Forbath, Brian'; Downs, Kathryn; Vidal, Sergio; Glyer, Reed T.C. City Council Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio 5:45 PM-10:15 PM City Council Zoom Meeting Information https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/7 7/8/2021 Finance Director Monthly Calendar i The City of Santa Ana Invitees: Mitre -Ramirez, Norma; Downs, Kathryn; Gomez, Daisy June 16, 2021 Wednesday 9:00 AM-10:00 AM Budget Debrief 2:30 PM-3:00 PM Invitees: Downs, Kathryn; Barela, Waldo Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn 3:00 PM-3:30 PM 1:1 Lulu & Kathryn Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu June 17, 2021 Thursday 7:30 AM-9:30 AM EMT Walk the City with the ACM - Thursday's Selected area is a walk from City Hall to Train Station and back Invitees: Mendoza, Steven; EMT - Directors; Morley, Marc; Brown, Judson 9:00 AM-10:00 AM UUT Client City Hall - June 2021 11:00 AM-12:00 PM City of Santa Ana POB Rating Discussion Invitees: Michael Busch; Downs, Kathryn; Vidal, Sergio; Kim, John ; Jacob, Thomas Z (PF-Los Angeles); Londhe, Shaan (PF-Los Angeles); Tracewell, Nicholas (PF-San Francisco) 1:00 PM-2:00 PM Facilitation of City Businesses to Bid on City Work Invitees: Motsick, Jason; Downs, Kathryn June 18, 2021 Friday 10:00 AM-12:00 PM 1:1 Meeting CMBR Lopez/ Kat, Executive Director of Finance RE: CAFR & Budget Invitees: Lopez, Jessie; Downs, Kathryn June 21, 2021 Monday https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/7 7/8/2021 Finance Director Monthly Calendar i The City of Santa Ana 3:00 PM-4:00 PM I 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; Zelaya Melicher, Fabiola June 22, 2021 Tuesday 10:00 AM-11:30 AM "The American Rescue Plan Act (ARPA) Update" Webinar Invitees: Downs, Kathryn 2:00 PM-2:30 PM Budget Debrief Invitees: Ridge, Kristine; Downs, Kathryn 3:00 PM-4:00 PM Q1 2021 Sales Tax reporting and updated Forecast - City of Santa Ana Invitees: Laura Burnett; Fran Mancia; Downs, Kathryn; Barela, Waldo; Vidal, Sergio; Holt, Will; Morley, Marc June 23, 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 1:00 PM-4:00 PM Situational Awareness Training Invitees: Acevedo, Angie; Andrade, Kristin; Downs, Kathryn June 24, 2021 Thursday 10:00 AM-11:00 AM 1:1 Kathryn & Waldo Invitees: Downs, Kathryn; Barela, Waldo 10:00 AM-11:00 AM CalPERS Risk Mitigation Policy Webinar Invitees: Downs, Kathryn 2:00 PM-3:00 PM 2:1 Kat & Will & Alex https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/7 7/8/2021 Finance Director Monthly Calendar i The City of Santa Ana Invitees: Andrade, Kristin; Downs, Kathryn; Gutierrez, Alejandra; Holt, Will 3:00 PM-4:00 PM Santa Ana Disclosure Training Invitees: 'Forbath, Brian'; Vidal, Sergio; Downs, Kathryn; Glyer, Reed T.C. June 25, 2021 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed June 28, 2021 Monday 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.; Valentin, David; Zelaya Melicher, Fabiola; Pezeshkpour, Ali; Carvalho, Sonia R.; Hodge, Ryan; Saba, Nabil; Brown, Judson; McCann, Melanie June 29, 2021 Tuesday 9:00 AM-9:30 AM Labor Costing Invitees: Barela, Waldo; Downs, Kathryn; Rocha, Dulce 10:00 AM-11:00 AM EMT Bi-Weekly Meeting 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; Perez, Daisy; Eakins, Paul 3:00 PM-4:00 PM 1:1 Kathryn & Sergio Invitees: Downs, Kathryn; Vidal, Sergio June 30, 2021 Wednesday 10:00 AM-11:30 AM Health Management Associates - Interview for Public Health Agency RFP (HOLD) Invitees: Morley, Marc; Mendoza, Steven; Downs, Kathryn 2:00 PM-2:30 PM City of Santa Ana POB Structuring https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/7 7/8/2021 Finance Director Monthly Calendar i The City of Santa Ana Invitees: 'Michael Busch'; Downs, Kathryn; Vidal, Sergio https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 7/7