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HomeMy WebLinkAbout08-2021 DOWNS9/9/21, 5:31 PM Finance Director Monthly Calendar i The City of Santa Ana Kathryn Downs, Executive Dir Finance & Management Services Date / Time Description August 02, 2021 Monday KRGI1I:2Ji1501111:2LYi August 03, 2021 Tuesday 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 1:00 PM-2:00 PM Creating a Psychologically Healthy Workplace: A Cities for Workforce Health Webinar Invitees: Downs, Kathryn 3:00 PM-4:00 PM 1:1 Kathryn & Sergio IEIVIIIIaJi15lW%I:2LY, August 04, 2021 Wednesday Invitees: Downs, Kathryn; Vidal, Sergio Santa Ana Staff & CalPERS to discuss upcoming POB proceeds Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; y Kerry.Worgan@calpers.ca.gov 1:15 PM-2:15 PM Santa Ana POB Invitees: 'Michael Busch'; Downs, Kathryn; Vidal, Sergio August 05, 2021 Thursday August 06, 2021 Friday https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 1 /7 9/9/21, 5:31 PM 8:00 AM-5:00 PM Finance Director Monthly Calendar i The City of Santa Ana Santa Ana City Hall Closed August 09, 2021 Monday 3:00 PM-4:00 PM 4:00 PM-4:30 PM August 10, 2021 Tuesday 2:00 PM-3:00 PM 4:00 PM-4:30 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 Waste Hauler Revenue Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio 1:1 Kathryn & Sergio Invitees: Downs, Kathryn; Vidal, Sergio Executive Director Meeting with Frank Lopez Invitees: Holt, Will; Downs, Kathryn; Lopez, Francisco 5:00 PM-6:00 PM City of Santa Ana POB Structuring Review Invitees: 'Michael Busch'; Downs, Kathryn; Vidal, Sergio; holly.vocal@bofa.com; Rodriguez, Jorge F; Bower, Jeffrey D; Sauers, Geoffrey; Julio Morales August 11, 2021 Wednesday 10:00 AM-12:00 PM I EMT Bi-weekly Meeting 1:00 PM-1:30 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 Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/7 9/9/21, 5:31 PM 3:00 PM-4:00 PM Finance Director Monthly Calendar i The City of Santa Ana Santa Ana 2021 POB Follow-up Structuring Call Invitees: 'Vocal, Holly'; Fong, Samantha; Gewehr, Bradley; Bower, Jeffrey D; Sauers, Geoffrey; Vidal, Sergio; Glyer, Reed T.C.; Downs, Kathryn; Julio Morales; Forbath, Brian; Rodriguez, Jorge F; Michael Busch August 12, 2021 Thursday 9:00 AM-9:45 AM Pension Bond Numbers and Staff Report Invitees: Downs, Kathryn; Ridge, Kristine 10:15 AM-11:15 AM 457 2021 2nd Quarter Committee Meeting Invitees: Andrade, Kristin; Julie Klassen; carol.blumenthal@prudential.com; Darren Stewart; Chad Noorani; Downs, Kathryn; Vidal, Sergio; Gutierrez, Alejandra; Perez, Rosie; Holt, Will 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' 12:15 PM-1:00 PM Santa Ana 2021 POBs Structuring Call Invitees: Downs, Kathryn August 13, 2021 Friday 2:00 PM-3:00 PM Annual Evaluation Invitees: Downs, Kathryn; Holt, Will August 16, 2021 Monday 12:30 PM-1:30 PM Santa Ana 2021 POBs Conf Call - Due Diligence, Roadshow and Marketing/Pricing Schedule Invitees: 'Vocal, Holly'; Downs, Kathryn; Vidal, Sergio; Funk, John; 'kim.byrens@bbklaw.com'; 'Michael Busch'; 'Julio Morales'; 'Timothy Frydendall'; Forbath, Brian; 'Glyer, Reed T.C.'; Bower, Jeffrey D; Rodriguez, Jorge F; Gewehr, Bradley; Sauers, Geoffrey; Fong, Samantha; 'tjacob@stifel.com'; 'jkim@stifel.com'; 'tracewelln@stifel.com'; 'michael.mejia@ramirezco.com'; 'raul.amezcua@ramirezco.com'; 'fernando.guerra@ramirezco.com' https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/7 Q/q/99 5 39 PM Finance Director Monthly Calendar i The City of Santa Ana 2:30 PM-3:00 PM 3:00 PM-4:00 PM August 17, 2021 Tuesday 9:00 AM-9:30 AM 3:00 PM-4:00 PM 4:30 PM-5:00 PM 5:00 PM-8:00 PM August 18, 2021 Wednesday August 19, 2021 Thursday 7:30 AM-9:30 AM August 20, 2021 Friday 8:00 AM-5:00 PM Briefing on Pension Refinancing — Invitees: Hernandez, Johnathan; Downs, Kathryn 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 2nd Evaluation Invitees: Downs, Kathryn; Barela, Waldo 1:1 Kathryn & Sergio Invitees: Downs, Kathryn; Vidal, Sergio Pension Refinancing Briefing Invitees: Hernandez, Johnathan; Downs, Kathryn City Council Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio 7:30 EMT Walk the City with the ACM Invitees: Mendoza, Steven; EMT - Directors Santa Ana City Hall Closed https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/7 9/9/21, 5:31 PM August 23, 2021 Finance Director Monthly Calendar i The City of Santa Ana Monday 11:00 AM-11:30 AM 1:00 PM-1:30 PM August 24, 2021 Tuesday 9:30 AM-10:00 AM Salary Matrix Update Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu; Martinez, Maria (Finance); Flores, Jaime Market Update Call: Santa Ana 2021 POBs Invitees: 'Fong, Samantha'; Downs, Kathryn; Vidal, Sergio; 'Michael Busch'; 'Julio Morales'; timothyf@urbanfuturesinc.com; Vocal, Holly; Bower, Jeffrey D; Rodriguez, Jorge F; Sauers, Geoffrey; Gewehr, Bradley; DG Municipal Syndicate; 'tjacob@stifel.com'; 'jkim@stifel.com'; 'tracewelln@stifel.com'; 'michael.mejia@ramirezco.com'; 'raul.amezcua@ramirezco.com'; 'fernando.guerra@ramirezco.com' Pre -Pricing Call: Santa Ana 2021 POBs Invitees: Fong, Samantha; Downs, Kathryn; Vidal, Sergio; 'Michael Busch'; 'Julio Morales'; timothyf@urbanfuturesinc.com; Vocal, Holly; Bower, Jeffrey D; Rodriguez, Jorge F; Sauers, Geoffrey; Gewehr, Bradley; DG Municipal Syndicate; 'tjacob@stifel.com'; 'jkim@stifel.com'; 'tracewelln@stifel.com'; 'michael.mejia@ramirezco.com'; 'raul.amezcua@ramirezco.com'; 'fernando.guerra@ramirezco.com' 10:00 AM-10:30 AM 11:1 Lulu & Kathryn 3:00 PM-4:00 PM Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu 1:1 Kathryn & Sergio Invitees: Downs, Kathryn; Vidal, Sergio 4:00 PM-4:30 PM City of Santa Ana Pricing Update Call Invitees: Michael Busch; Vidal, Sergio; Downs, Kathryn; holly.vocal@bofa.com; Fong, Samantha; Sauers, Geoffrey; Bower, Jeffrey D August 25, 2021 Wednesday 7:45 AM-8:15 AM Price Guidance Call: Santa Ana 2021 POBs https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/7 9/9/21, 5:31 PM Finance Director Monthly Calendar i The City of Santa Ana Invitees: Fong, Samantha; Downs, Kathryn; Vidal, Sergio; 'Michael Busch'; 'Julio Morales'; timothyf@urbanfuturesinc.com; Vocal, Holly; Bower, Jeffrey D; Rodriguez, Jorge F; Sauers, Geoffrey; Gewehr, Bradley; DG Municipal Syndicate; 'tjacob@stifel.com'; ]kim@stifel.com'; 'tracewelln@stifel.com'; 'michael.mejia@ramirezco.com'; 'raul.amezcua@ramirezco.com'; 'fernando.guerra@ramirezco.com' 10:15 AM-10:45 AM Taxable Coupon Set Call: Santa Ana 2021 POBs Invitees: 'Fong, Samantha'; Downs, Kathryn; Vidal, Sergio; 'Michael Busch'; 'Julio Morales'; timothyf@urbanfuturesinc.com; Vocal, Holly; Bower, Jeffrey D; Rodriguez, Jorge F; Sauers, Geoffrey; Gewehr, Bradley; DG Municipal Syndicate; Troy, Brendan M Invitees: 'Michael Busch'; Downs, Kathryn; Vidal, Sergio 3:30 PM-4:00 PM Execute Bond Purchase Agreement Invitees: August 26, 2021 Thursday 11:00 AM-11:30 AM Follow-up on Cares Ambulance Matter 2:00 PM-3:00 PM August 27, 2021 Friday August 30, 2021 Monday Invitees: Mendoza, Steven; Downs, Kathryn 2:1 Kat & Will & Alex Invitees: Andrade, Kristin; Downs, Kathryn; Gutierrez, Alejandra; Holt, Will 11:30 AM-12:00 PM Connect: Will, Alex & Kat Invitees: Andrade, Kristin; Downs, Kathryn; Holt, Will; Gutierrez, Alejandra 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 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/7 9/9/21, 5:31 PM Finance Director Monthly Calendar i The City of Santa Ana 3:30 PM-4:00 PM Revive Santa Ana Invitees: Ridge, Kristine; Mendoza, Steven; Saba, Nabil; Downs, Kathryn; Rudloff, Lisa; Valentin, David; Sternberg, Brian; Thai, Minh; Carvalho, Sonia R.; Perez, Daisy; Eggers, Terri; Morley, Marc; Eakins, Paul; Foster, Craig; Vidal, Sergio; Lara, Juan; Brown, Judson; Vazquez, Sylvia; Le, Tram; Rodriguez, Robert; Nguyen, Lynn; Ono, Ron; Nunez, Alvaro; Mooradian, Sona; Ha, Hong; Kekula, Zdenek; Hodge, Ryan; Ro, Sarah; Motsick, Jason August 31, 2021 Tuesday 10:00 AM-11:00 AM 11:1 Kathryn & Waldo Invitees: Downs, Kathryn; Barela, Waldo 1:00 PM-2:00 PM City of Santa Ana POB / CalPERS Closing Steps Invitees: Michael Busch; Vidal, Sergio; Forbath, Brian; Glyer, Reed T.C.; Bower, Jeffrey D; Rodriguez, Jorge F; Gewehr, Bradley; Sauers, Geoffrey; Fong, Samantha; Vlach, Ilse J; Downs, Kathryn; holly.vocal@bofa.com 3:00 PM-4:00 PM Y 1:1 Kathryn & Sergio Invitees: Downs, Kathryn; Vidal, Sergio https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 7/7