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HomeMy WebLinkAbout10-2024 DOWNS11/6/24, 4:49 PM Executive Director of Finance and Management Services October 2024.htm Executive Director of Finance and Management Services (EM), Kathryn Downs October 01, 2024 Tuesday 11:00 AM-12:00 PM 1:1 Lulu & Kat Invitees: Downs Kathryn; Medel Lulu 4:00 PM-4:30 PM Attend Closed Session 5:00 PM-7:00 PM Council Meeting October 02 2024 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad Alexander 10:00 AM-11:30 AM FW: Federal Earmarks Overview w/ Holland & Knight Invitees: Flores, Gaston; Ciulla, Jack; Cruz, Yesenia; Downs, Kathryn; Garcia, Michael (CDA); Mendoza, Steven; Mills, Susan; Rodriguez, Robert; Saba, Nabil; Schnaider, Lori; Scott, Hawk; Sternberg, Brian; Thai, Minh; 'lisa.barkovic@hklaw.com'; Leslie. Pollner@hklaw.com• Nunez Alvaro; Vazquez, Sylvia October 03 2024 Thursday 10:00 AM-12:00 PM EMT Bi-WeeklyMeeting 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 October 04 2024 Friday October 07, 2024 Monday 3:00 PM-4:00 PM City Projects Meeting Invitees: Thai, Minh; Mendoza, Steven; Carvalho, Sonia R.; Rodriguez, Robert; Saba, Nabil; Downs, Kathryn; Scott, Hawk; Gabriel, Jason; Barrera, Cesar; Morley, Marc; Brown, Judson; Eakins, Paul; Trinidad, Alexander; Rosas, Rudy; Kekula, Zdenek; Garcia, Michael (CDA); Sternberg, Brian; Nunez, Alvaro; 'sonia.carvalho@bbklaw.com'; Kwak, Jason; Pezeshkpour, Ali; Macedonio, Margarita; St Clair, Suzanne; Pagano, Timothy; Mills, Susan; Castro, Maria Miranda (Library); Sepulveda, Maria; Vazquez, Sylvia; Portugal, Yvette Fiscal Officers Department Monthly Business Meeting Invitees: Meghan McKelvey; rpendergrass@cityoforland.com; cmagana@santa- 3:00 PM-4:00 PM 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@cityofpal mdesert.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@cityofescaIon. org; eerickson@cityofmillvalley.org; sholmes@ci.cloverdale.ca.us; cjames@ci.lathrop.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 Cirrincione; Damon Conklin; wcao@elsegundo.org; jbader@cityofsacramento.org; mtamayo@cityofsacramento.org; Kristine Guerrero; vtapia@cityofpalmdesert.org; Evis.Mora les@cityofwoodland. org; kscott@victorvilleca.gov; sshelton@danapoint.org; Trinidad, Alexander; Erin Wylder; Isaac Black October 08 2024 Tuesday 10:00 AM-11:00 AM FMSA Management Meeting - Monthly Invitees: Downs, Kathryn; Trinidad, Alexander; Ro, Sarah; Medel, Lulu; Andrade, Kristin • Gutierrez Ale'andra 2:00 PM-3:00 PM 1:1 Kat & Sarah Invitees: Downs Kathryn; Ro Sarah October 09 2024 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad Alexander 10:30 AM-11:00 AM Meeting with Kat/Lori Invitees: Schnaider, Lori• Downs Kathryn 1:00 PM-1:15 PM RFP 24-109 Evaluation Committee Kick -Off Meeting Invitees: Lam, Jacques; Downs, Kathryn; Schnaider, Lori; Murray, James; Trinidad, Alexander• Perez Rosie 1:1 Kat- & Gab Invitees: Downs Kathryn; Lomeli Gabriela 2:00 PM-3:00 PM file:///R:/FMSA/Executive Director of Finance and Management Services October 2024.htm 1/3 11/6/24, 4:49 PM Executive Director of Finance and Management Services October 2024.htm October 10, 2024 Thursday October 11, 2024 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed October 14, 2024 Monday 1:30 PM-2:30 PM Santa Ana/HdL 2Q24 Sales Tax Meeting - Alex Gutierrez _ Invitees: Bobby Young; Gutierrez, Alejandra; Zubiate, Robert; Morley, Marc; Downs, Kathryn; Garcia, Michael (CDA); Ro, Sarah; Trinidad, Alexander _ 3:00 PM-4:00 PM City Projects Meeting Invitees: Thai, Minh; Mendoza, Steven; Carvalho, Sonia R.; Rodriguez, Robert; Saba, Nabil; Downs, Kathryn; Scott, Hawk; Gabriel, Jason; Barrera, Cesar; Morley, Marc; Brown, Judson; Eakins, Paul; Trinidad, Alexander; Rosas, Rudy; Kekula, Zdenek; Garcia, Michael (CDA); Sternberg, Brian; Nunez, Alvaro; 'sonia.carvalho@bbklaw.com'; Kwak, Jason; Pezeshkpour, Ali; Macedonio, Margarita; St Clair, Suzanne; Pagano, Timothy; Mills, Susan; Crosthwaite, Melissa; Castro, Maria Miranda (Library); Sepulveda, Maria; Vazquez, Sylvia; Portugal, Yvette October 15, 2024 Tuesday 10:00 AM-11:30 AM 1:00 PM-2:00 PM 2:30 PM-4:00 PM GoToWebinar - Annual Municipal Disclosure Trainin Invitees: cdiac_education@treasurer.ca.gov 1:1 Kat & Alex G. Invitees: Downs. Kathrvn: Gutierrez, Aleiandra ADMINISTRATIVE, INVESTMENT & COMMUNICATION ADVISORY SERVICES RFP - Initial Rating Invitees: Downs, Kathryn; Trinidad, Alexander; Schnaider, Lori; Murray, James; Perez, Rosie 5:00 PM-7:00 PM I Council Meetinciy October 16, 2024 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad Alexander 12:00 PM-1:00 PM League Conference in Long Beach October 17, 2024 Thursday 12:00 AM-12:00 AM League Conference October 18, 2024 Friday 12:00 AM-12:00 AM League Conference October 21 2024 Monday 9:00 AM-10:00 AM 1:1 Kat & Alvaro Invitees: Nunez Alvaro; Downs Kathryn 1:00 PM-2:00 PM 1:1 Lulu & Kat Invitees: Downs Kathryn; Medel Lulu 3:00 PM-4:00 PM City Projects Meeting Invitees: Thai, Minh; Mendoza, Steven; Carvalho, Sonia R.; Rodriguez, Robert; Saba, Nabil; Downs, Kathryn; Scott, Hawk; Gabriel, Jason; Barrera, Cesar; Morley, Marc; Brown, Judson; Eakins, Paul; Trinidad, Alexander; Rosas, Rudy; Kekula, Zdenek; Garcia, Michael (CDA); Sternberg, Brian; Nunez, Alvaro; 'sonia.carvalho@bbklaw.com'; Kwak, Jason; Pezeshkpour, Ali; Macedonio, Margarita; St Clair, Suzanne; Pagano, Timothy; Mills, Susan; Crosthwaite, Melissa; Castro, Maria Miranda (Library); Sepulveda, Maria• Vazquez,, Sylvia; Portugal, Yvette October 22, 2024 Tuesday 9:00 AM-10:00 AM 1:1 Kat & Sarah Invitees: Downs Kathryn; Ro Sarah 1:00 PM-5:00 PM Strategic Planning - BBK - Irvine Invitees: Nunez, Alvaro; Carvalho, Sonia R.; 'Sonia Carvalho'; Ciulla, Jack; Downs, Kathryn; Garcia, Michael (CDA); Hall, Jennifer; James Henerey (OCFA); Mendoza, Steven; Rodriguez, Robert; Saba, Nabil; Schnaider, Lori; Scott, Hawk; Sternberg, Brian; Thai, Minh; Vazquez, Sylvia; 'Jacob Green'; Ocampo, Nuvia; Cruz, Yesenia; Ulmer, Anna October 23, 2024 Wednesday 9:00 AM-10:00 AM 9:30 AM-1:00 PM 2:00 PM-3:00 PM October 24, 2024 Thursday 11:00 AM-1:30 PM 11:30 AM-1:30 PM 1:1 Kat & Alex T. Invitees: Downs, Kathryn; Trinidad, Alexander Vietnamese Business Forum Invitees: Spicer, Savannah; Morley, Marc; Cramer, Gabriela; Castro, Julie; Le, Tram; Garcia, Michael (CDA); Downs, Kathryn; Thai, Minh; Pezeshkpour, Ali; Portugal, Yvette 1:1 Kat- & Gaby Invitees: Downs, Kathrvn: Lomeli, Gabriela Economic Forecast at Hyatt Regency Irvine OCBC/CSUF's 30th Annual Economic Forecast Conference Invitees: Nunez, Alvaro; Downs, Kathryn; Thai, Minh; Cramer, Gabriela; Vazquez, Silvia; Amezcua, Valerie; Perez, Claudia October 25, 2024 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed October 28 2024 Monday file:///R:/FMSA/Executive Director of Finance and Management Services October 2024.htm 2/3 11 /6/24, 4:49 PM Executive Director of Finance and Management Services October 2024.htm 10:00 AM-11:00 AM Santa Ana Annual Property Tax Review Meeting Invitees: Paula Cone; Downs, Kathryn; Trinidad, Alexander; Gutierrez, Alejandra; McCarron Shannon 3:00 PM-4:00 PM City Projects Meeting 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; Trinidad, Alexander; Rosas, Rudy; Kekula, Zdenek; Garcia, Michael (CDA); St Clair, Suzanne; Pagano, Timothy; Mills, Susan; Crosthwaite, Melissa; Sternberg, Brian; Castro, Maria Miranda (Library); Sepulveda, Maria; Vazquez, Sylvia; Portugal, Yvette October 29, 2024 Tuesday 8:00 AM-9:00 AM PWA Weekly Construction Meeting Update Meeting Invitees: Torres, Edward; Veira, Ariam; Garcia, Orlando; Foster, Craig; Prado, Hugo; Dougherty, Terence; Martinez, Jensen; Reynaga, Ricardo; Lechuga, Gerardo; Cantu, Mauricio; Salcido, Salvador; Ortiz, Michael; Villalobos, Samuel; Higgins, Taig; Ramirez, David; Gabriel, Jason; Castillo, Jose Gilbert; Suter, Monica; Mai, Danny; Castaneda, Ruben; Ly, Mindy; Thomas, Sean; Kekula, Zdenek; Gilbert, Hayley; Rodriguez, Cesar; Rosas Rudy; Saba, Nabil; Micallef, Michelle; Furjanic, Suzi 10:00 AM-11:00 AM 1:1 Lulu & Kat Invitees: Downs, Kathryn; Medel, Lulu 2:00 PM-3:00 PM Meeting RE: Paramedics Invitees: Bacerra, Phil; Downs, Kathryn; Amezcua, Valerie; Perez, Claudia; Linares, Andrew; Nunez, Alvaro; Vazquez, Sylvia October 30, 2024 Wednesday 9:00 AM-10:00 AM 1:1 Kat & Alex T. Invitees: Downs Kathryn; Trinidad Alexander 2:00 PM-3:00 PM 1:1 Kat & Alex G. Invitees: Downs Kathryn; Gutierrez Alejandra October 31 2024 Thursday 9:00 AM-9:30 AM City of Santa Ana/bleeder - Monthly Investment Update Invitees: Jim McCourt; Perez, Rosie; Downs, Kathryn; Trinidad, Alexander; Benjamin Seh 11:30 AM-1:30 PM Employee Appreciation Lunch Invitees: Schnaider, Lori, EMT - Directors; EMT Secretaries file:///R:/FMSA/Executive Director of Finance and Management Services October 2024.htm 3/3