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HomeMy WebLinkAbout05-2024 DOWNSExecutive Director of Finance and Management Services (EM),, Kathryn Downs May 01, 2024 Wednesday 9:00 AM- 1:1 Kat & Alex T. 10:00 AM Invitees: Downs Kathryn; Trinidad Alexander 2:00 PM-3:00 1:1 Kat &Sara h PM Invitees: Downs Kathryn; Ro Sarah May 02, 2024 Thursday 9:00 AM-3:20 Workday Demonstration for City of Santa Ana PM Invitees: Nedim Pajevic; Lopez, Karla; Downs, Kathryn; Ciulla, Jack; Drew Johnson; Keyes, Richard; Brandon Lock; Steve Bury; John Wolff; Anne Licari; Tim McCormick; Rick Ambre; Brandon Hausauer; Max Cutchin; Jackie McDonald; Maurice DeNuccio; Sonal Nuckols; Radic, Milanka; Ro, Sarah; Mendoza, Maria Isabela; Flores, Jaime; Gutierrez, Alejandra; Dizon, Daniel; Mostafa, Haney; Guzman, Elizabeth; Medel, Lulu May 03, 2024 Friday 2:00 PM-3:00 T FW: MSR Interview; Santa Ana + RSG PM Invitees: Jenny Benitez; Pezeshkpour, Ali; Downs, Kathryn; Soto, Ricardo; econdev; Monroe Roush; Mark Sawicki; Mendoza, Steven May 06, 2024 Monday 9:00 AM-9:30 Connect: Lulu & Kat - Central Services & AP AM Invitees: Downs, Kathryn; Medel Lulu 10:00 AM- Budget Briefing for Cmbr. Hernandez 10:30 AM Invitees: Hernandez Johnathan • Downs Kathr n 3:00 PM-4:00 City Projects Meeting PM 3:00 PM-4:00 PM Invitees: Thai, Minh; Nunez, Alvaro; Mendoza, Steven; Carvalho, Sonia R.; 'sonia.carvalho@bbklaw.com'; Rodriguez, Robert; Saba, Nabil; Downs, Kathryn; Scott, Hawk; Kwak, Jason; Gabriel, Jason; Barrera, Cesar; Morley, Marc; Brown, Judson; Eakins, Paul; Pezeshkpour, Ali; Macedonio, Margarita; Eggers, Terri; Montoya, Jose; Trinidad, Alexander; Rosas, Rudy; Kekula, Zdenek; Garcia, Michael (CDA); St Clair, Suzanne; Pagano, Timothy; Mills, Susan; Mora, Cynthia; Sternberg, Brian; Vazquez, Sylvia; Castro, Maria Miranda (Library); Sepulveda, Maria Fiscal Officers Department Monthly Business Meeting Invitees: Meghan McKelvey; rpendergrass@cityoforland.com; cmagana@santa-clarita.com; kim.mckinney@cityofwoodland.org; Isuniga@hgcity.org; kburris@ci.galt.ca.us; nfeeser@pismobeach.org; pak.lin@colma.ca.gov; asturmfels@healdsburg.gov; schillinger@ci.brisbane.ca.us; whitehorn_ba@sbcity.org; Imilstein@cityofsacramento.org; karin.schnaider@cityoftracy.org; colleen.tribby@dublin.ca.gov; brianm@moval.org; DKauffman@roseville.ca.us; jwakeman@ci.lafayette.ca.us; aharaksin@cityoflamirada.org; spettingell@roseville.ca.us; rlam@azusaca.gov; msantizo@cityofsacramento.org; Lisa. Soghor@culvercity.org; mvespi@sandiego.gov; mhgarcia@riverbank.org; L_gutierrez@calipatria.com; mmayhew@hughson.org; amurray@ci.pinole.ca.us; anicholas@atwater.org; araymond@cityofglendora.org; christina.turner@morganhill. ca.gov; dwilson@weho.org; daniel.choe@rocklin.ca.us; kvonachen@cityofsanmateo.org; nikolaiskl@aol.com; rsanchez@shafter.com; jbrown @fontana.org; vchavez@cityofpalmdesert.org; sara.cowell@cityoftracy.org; cholmes@escondido.org; trahmani@carsonca.gov; kshirah@lakeforestca.gov; MSolorza@cityofmontebello.com; kstevens@rialtoca.gov; gharris@cityoflancasterca.org; kweimer@hughson.org; shuntley@cityoffarmersville-ca.gov; gprice@cityofavenal.us; Downs, Kathryn; mcoon@cityofventura.ca.gov; rrios@cityofdelano.org; EAdair@cityofdavis.org; aldrich @ci.yreka.ca. us; jbirring@cityofgustine.com; cbuhagiar@chinohills.org; gcastaneda@belmont.gov; Noah. Daniels@cityofrc.us; sdong- carreon@cityofescalon.org; eerickson@cityofmillvalley.org; sholmes@ci.cloverdale.ca.us; cjames@ci.lath rop.ca. us; cking@yville.com; dat.nguyen@morgan-hill.ca.gov; isperez@cityofwasco.org; robertar@cityofwestsacramento.org; rsamario@cityofrh.net; terry@ramscpa.net; justation@beaumontca.gov; Nvelicescu@parlier.ca.us; dyoumara@atwater.org; cityclerk@hgcity.org; tmcbroome@encinitasca.gov; hrowden@albanyca.org; rgilb@townofparadise.com; drew.murrell@sfdph.org; Ben Triffo; Caroline Grinder; Damon Conklin; wcao@elsegundo.org; jbader@cityofsacramento.org; mtamayo@cityofsacramento.org; Kristine Guerrero; vtapia@cityofpalmdesert.org; Evis.Morales@cityofwoodland.org; kscott@victorvilleca.gov; sshelton@danapoint.org; Trinidad, Alexander; Erin Wylder; Isaac Black; Irene de Jong; Betsy Montiel; Shavelson, Elizabeth; Rod Hill; Johnnie Pina May 07, 2024 Tuesday 11:00 AM- FW: Termination of the Police Services Agreement between the 12:00 PM County of Oran e and the City of Santa Ana Invitees: Nunez, Alvaro; Downs, Kathryn; Saba, Nabil; Ortiz, Michael • Rodriguez, Robert _ 1:30 PM-2:00 Budget Briefing PM Invitees: Hernandez Johnathan • Downs Kathryn May 08, 2024 Wednesday 9:00 AM- 10:00 AM 10:00 AM- 12:00 PM 10:30 AM- 11:00 AM 2:00 PM-2:30 PM 3:00 PM-4:00 PM 5:00 PM-6:00 PM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad Alexander Registered for GFOA Webinar: Avoiding Fraud in Treasury Operations Invitees: Meeting with Kat/Lori Invitees: Schnaider Lori; Downs Kathryn 1:1 Kat & Alvaro Invitees: Nunez Alvaro Downs Kathryn 1:1 Kat & Alex G. Invitees: Downs Kathryn; Gutierrez Alexandra Related Bristol Ad Hoc Committee Meeting May 09, 2024 Thursday Invitees: Thai, Minh; Amezcua, Valerie; Bacerra, Phil; Vazquez, Benjamin; Nunez, Alvaro; Mendoza, Steven; Carvalho, Sonia R.; Saba, Nabil; Downs, Kathryn; Rosas, Rudy; Pezeshkpour, Ali 9:00 AM-2:00 ERP Vendor Demonstration - Graviton Oracle PM Invitees: Downs, Kathryn; Ciulla, Jack; Radic, Milanka; Ro, Sarah; Mendoza, Maria Isabela; Flores, Jaime; Lopez, Karla; Gutierrez, Alejandra; Dizon, Daniel; Mostafa, Haney; Guzman, Elizabeth; _ Medel Lulu 10:00 AM- EMT Bi-Weekly Meeting 12:00 PM Invitees: Mills, Susan; Carvalho, Sonia R.; James Henerey; Downs, Kathryn; Plotnik, Elizabeth; Saba, Nabil; Ciulla, Jack; Eakins, Paul; Sternberg, Brian; Thai, Minh; Soto, Daniel; Nunez, Alvaro; Rodriguez, Robert; Scott, Hawk; Mendoza, Steven; Yocely OCFA Galindo; Garcia, Michael (CDA); Hall, Jennifer; Alcala, E Abigail; Schnaider, Lori 2:00 PM-2:30 Civic Center PM Invitees: Trinidad, Alexander; Downs, Kathryn; Saba, Nabil; Ortiz, Michael 3:00 PM-4:00 City of Santa Ana Water Revenue Bonds, Series 2024: Conference PM Call _ Invitees: Branden Kfoury; Downs, Kathryn; Trinidad, Alexander; Barrera, Cesar; Fernandez, Armando; Michael Busch; Kim Byrens; Mrunal Mehta Shah; Raul Amezcua; Michael Mejia; Shayan Golshan; 'Vlach, Ilse J'; Forbath, Brian; Richard Wall May 10, 2024 Friday 8:00 AM-5:00 Santa Ana City Hall Closed PM May 13, 2024 Monday 10:00 AM- 1:1 Kat & Sarah 11:00 AM _ Invitees: Downs, Kathryn; Ro, Sarah 1:00 PM-2:00 FW: City of Santa Ana Cybersecurity Discussion Part 2 PM Invitees: Moon, Matthew S; Downs, Kathryn; Ro, Sarah; Medel, Lulu; Gutierrez, Alejandra; Trinidad, Alexander; Wacaster, John; Koch Angela; Calucin James 3:00 PM-4:00 City Projects Meeting PM Invitees: Thai, Minh; Nunez, Alvaro; Mendoza, Steven; Carvalho, Sonia R.; 'sonia.carvalho@bbklaw.com'; Rodriguez, Robert; Saba, Nabil; Downs, Kathryn; Scott, Hawk; Kwak, Jason; Gabriel, Jason; Barrera, Cesar; Morley, Marc; Brown, Judson; Eakins, Paul; Pezeshkpour, Ali; Macedonio, Margarita; Eggers, Terri; Montoya, Jose; Trinidad, Alexander; Rosas, Rudy; Kekula, Zdenek; Garcia, Michael (CDA); St Clair, Suzanne; Pagano, Timothy; Mills, Susan; Mora, Cynthia; Sternberg, Brian; Castro, Maria Miranda (Library); Sepulveda, Maria; Vazquez, Sylvia May 14, 2024 Tuesday 10:00 AM- FMSA Management Meeting - Monthly 11:00 AM Invitees: Downs, Kathryn; Trinidad, Alexander; Ro, Sarah; Medel, Lulu; Andrade, Kristin; Gutierrez, Alejandra _ 11:00 AM- 1:1 Lulu & Kat 12:00 PM Invitees: Downs Kathryn; Medel Lulu 2:30 PM-3:00 Meeting with City of Santa Ana and EDA Representative PM Invitees: Silsby Strategic Advisors; Marshall, Wilfred (Federal); Nunez, Alvaro; Downs, Kathryn; Garcia, Michael (CDA); Saba, Nabil • Vaz uez Sylvia May 15, 2024 Wednesday 9:00 AM- 1:1 Kat & Alex T. 10:00 AM Invitees: Downs Kathryn; Trinidad, Alexander 10:30 AM- Meeting with Kat/Lori 11:00 AM _ Invitees: Schnaider Lori • Downs Kathryn _ 4:00 PM-5:00 City of Santa Ana Water Revenue Bonds, Series 2024: Check -In PM _ Invitees: Branden Kfoury; Downs, Kathryn; Trinidad, Alexander; Barrera, Cesar; Fernandez, Armando; Michael Busch; Kim Byrens; Mrunal Mehta Shah; Raul Amezcua; Michael Mejia; Shayan Golshan; 'Vlach, Ilse Y; Forbath, Brian; Richard Wall _ May 16, 2024 _ Thursday _ 9:00 AM-2:00 ERP Vendor Demonstration -Tyler PM Invitees: Downs, Kathryn; Ciulla, Jack; Radic, Milanka; Ro, Sarah; Mendoza, Maria Isabela; Flores, Jaime; Lopez, Karla; Gutierrez, Alejandra; Dizon, Daniel; Mostafa, Haney; Guzman, Elizabeth; Medel Lulu _ 3:00 PM-4:00 Ambulance Staff Report Discussion PM Invitees: Henery, James; Fennessy, Brian; Cortez, Robert; Downs, Kathryn; Ca obianco Rob• Yocely OCFA Galindo 5:30 PM- _ Special City Council Meeting (Budget Workshop) - 5:30pm Start 12:00 AM Time Invitees: Hall, Jennifer; Amezcua, Valerie; Phan, Thai; Vazquez, Benjamin; Hernandez, Johnathan; Lopez, Jessie; Penaloza, David; Bacerra, Phil; EMT - Directors; Alcala, Abigail; "Carvalho Sonia'; Vaz uez Sylvia May 17, 2024 Fridav 1:30 PM-2:30 Consensus Mtg for ERP Evaluation Team (RFP 23-132) PM May 20, 2024 Monday 10:00 AM- 11:30 AM Invitees: Lopez, Karla; Ciulla, Jack; Downs, Kathryn; Radic, Milanka; Ro, Sarah; Mendoza, Maria Isabela; Guzman, Elizabeth; Medel, Lulu; Flores, Jaime; Gutierrez, Alejandra; Dizon, Daniel; Mostafa, Haney 457 QTRLY Review Meeting Invitees: Downs, Kathryn; Trinidad, Alexander; Perez, Rosie; Motsick, Jason; Schnaider, Lori; Murray, James; Antonia L@bfsg.com; ChadN@bfsg.com; Julie. Klassen@empower.com 1:00 PM-2:00 Alex G regarding OCFA and ambulance study PM 2:30 PM-3:00 PM Invitees: Gutierrez, Alejandra Santa Ana Water Refunding - DS Coverage Invitees: Michael Mejia; Downs, Kathryn; Trinidad, Alexander; Michael Busch; Branden Kfoury; Mrunal Mehta Shah; Kim Byrens; Raul Amezcua • Sha an Golshan May 21 2024 Tuesday 2:00 PM-2:30 1:1 Kat & Alvaro PM 5:00 PM-8:00 PM 5:45 PM- 10:15 PM May 22, 2024 Wednesday 9:00 AM- 10:00 AM 10:30 AM- 11:00 AM Invitees: Nunez Alvaro Downs Kathryn Council Meeting Invitees: Downs Kathryn; Trinidad Alexander City Council Zoom Meeting Information 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad, Alexander Meeting with Kat/Lori Invitees: Schnaider, Lori • Downs Kathryn 11:30 AM- CSMFO Chapter meeting at Dave & Busters (Irvine Spectrum) - 1:30 PM Topic is DTA and BBK taking about DIF's Invitees: Downs Kathryn 2:00 PM-2:30 Waldo regarding DTSA Parking Subsidy PM Invitees: Barela, Waldo May 23, 2024 Thursday 10:00 AM- EMT Bi-Weekly Meeting 12:00 PM Invitees: Mills, Susan; Carvalho, Sonia R.; James Henerey; Downs, Kathryn; Plotnik, Elizabeth; Saba, Nabil; Ciulla, Jack; Eakins, Paul; Sternberg, Brian; Thai, Minh; Soto, Daniel; Nunez, Alvaro; Rodriguez, Robert; Scott, Hawk; Mendoza, Steven; Yocely OCFA Galindo; Garcia, Michael (CDA); Hall, Jennifer; Alcala, Abigail; Schnaider, Lori _ 2:30 PM-3:30 Santa Ana 2024 Water Revenue Bonds: S&P Rating Presentation PM Walk -Through _ Invitees: Branden Kfoury; Downs, Kathryn; Trinidad, Alexander; Barrera, Cesar; Fernandez, Armando; Michael Busch; Kim Byrens; Mrunal Mehta Shah; Raul Amezcua; Michael Mejia; Shayan Golshan; 'Vlach, Ilse Y; Forbath, Brian; Richard Wall 3:30 PM-4:30 11:1 Kat & Alex G. PM Invitees: Downs, Kathryn; Gutierrez, Alejandra May 24, 2024 Friday 8:00 AM-5:00 Santa Ana City Hall Closed PM May 27, 2024 Monday 7:30 AM-5:30 Holiday PM 3:00 PM-4:00 City Projects Meeting PM Invitees: Thai, Minh; Ridge, Kristine; Mendoza, Steven; Carvalho,� Sonia R.; 'sonia.carvalho@bbklaw.com'; Valentin, David; Saba, Nabil; Downs, Kathryn; Scott, Hawk; Nunez, Alvaro; Kwak, Jason; Gabriel, Jason; Barrera, Cesar; Higgins, Taig; Morley, Marc; Brown, Judson; Eakins, Paul; Pezeshkpour, Ali; Macedonio, Margarita; Eggers, Terri; Montoya, Jose; Trinidad, Alexander; Rosas Rudy; Kekula, Zdenek; Garcia, Michael (CDA) May 28, 2024 Tuesday 11:00 AM- 1:1 Lulu & Kat 12:00 PM _ Invitees: Downs Kathryn; Medel Lulu 2:00 PM-3:00 CyberSecurity Playbook Progress Update PM Invitees: Downs, Kathryn; Trinidad, Alexander; Ro, Sarah; Medel, Lulu • Gutierrez Ale'andra • Andrade Kristin May 29, 2024 Wednesday 8:00 AM-9:00 Santa Ana Water - Final Credit Presentation Prep AM i Invitees: Michael Mejia; Downs, Kathryn; Trinidad, Alexander; Barrera, Cesar; Fernandez, Armando; Michael Busch; Branden Kfoury; Kim Byrens; Mrunal Mehta Shah; Richard Wall; BForbath@stradlinglaw.com; Raul Amezcua; Shayan Golshan 9:00 AM- 1:1 Kat & Alex T. 10:00 AM _ Invitees: Downs Kathryn; Trinidad Alexander 10:30 AM- Meeting with Kat/Lori 11:00 AM _ Invitees: Schnaider, Lori; Downs Kathryn 2:00 PM-2:30 1:1 Kat Downs reg. Water Bonds PM _ Invitees: Hernandez Johnathan • Downs Kathryn 3:00 PM-3:30 Disclosure Training with Santa Ana and SYCR PM Invitees: Forbath Brian • Downs Kathryn May 30, 2024 Thursday 9:00 AM- Santa Ana WTR Bonds - S&P Rating Presentation 10:00 AM Invitees: Michael Mejia; Downs, Kathryn; Trinidad, Alexander; Barrera, Cesar; Fernandez, Armando; Kim. Byrens@bbklaw.com; Mrunal Mehta Shah; Richard.wall@bbklaw.com; 'Michael Busch'; Branden Kfoury; BForbath@stradlinglaw.com; Raul Amezcua; Shayan Golshan; Stephanie. Linnet@spglobal.com; D'Silva, _ Malcolm 11:00 AM- Water Bonds 12:00 PM Invitees: Amezcua Valerie Downs Kathryn; Perez Claudia 1:00 PM-1:30 FW: Business License Meeting PM Invitees: Watkins, Mishaun; Downs, Kathryn; Gutierrez, _ Ale'andra • Jimenez Hector• Garcia Michael CDA) 1:30 PM-2:00 1:1 Director Downs reg. Water Bonds PM Invitees: Vazquez, Benjamin; Downs Kathryn 4:30 PM-5:00 Santa Ana 2024 Water Revenue Bonds: Due Diligence Call PM _ Invitees: Branden Kfoury; Downs, Kathryn; Trinidad, Alexander; Barrera, Cesar; Fernandez, Armando; Michael Busch; Kim Byrens; Mrunal Mehta Shah; Raul Amezcua; Michael Mejia; Shayan Golshan; 'Vlach, Ilse J'; Forbath, Brian; Richard Wall May 31, 2024 Fridav