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HomeMy WebLinkAbout01-2021 DOWNS2/24/2021 Finance Director Monthly Calendar I The City of Santa Ana Kathryn Downs, Executive Dir Finance & Management Services Date / Time Description January 04, 2021 Monday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 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.; Pezeshkpour, Ali; Carvalho, Sonia R.; Hodge, Ryan; Saba, Nabil; Ciulla, Jack; McCann, Melanie January 05, 2021 Tuesday 11:00 AM-12:30 PM Staff Report and Workflow Training - PrimeGov Invitees: Gomez, Daisy; Houston, Nicole; Andrade, Kristin; Carroll, Robert; Cruz, Yesenia; Downs, Kathryn; Lambert, Samantha; Martinez, Leo; Mitre -Ramirez, Norma; Orozco, Norma; Ortiz, Daniel; Perez, Daisy; Quintana, David; Rossini, Laura; Scott-Leistra, Deborah; Soto, Daniel; Vazquez, Yasmin; Vidal, Sergio; Flores, Rosa; Gutierrez, Fatima; Morishima, Karen; Morris, Angie; Ortiz, Lorrie; Plotnik, Elizabeth; Saba, Nabil; Sangenito, Cindi; Torres, Melanie; Zurita, Bianca; Flores, Dora; Araiza, Fatima; Sonia Carvalho; Spencer Bigler; Aida Soto 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil January 06, 2021 Wednesday https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 1/9 2/24/2021 Finance Director Monthly Calendar I The City of Santa Ana 10:15 AM-10:45 AM STAFF DISCUSSION Invitees: Le, Trang; Downs, Kathryn; Ro, Sarah; Trinidad, Alexander; Guzman, Elizabeth 11:00 AM-12:00 PM Finance Communications Objectives Invitees: Eakins, Paul; Downs, Kathryn 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil January 07, 2021 Thursday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 2:00 PM-3:00 PM Special Council Meeting for Vaccine Distribution January 08, 2021 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed January 11, 2021 Monday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 3:00 PM-4:00 PM 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 https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/9 2/24/2021 Finance Director Monthly Calendar I The City of Santa Ana January 12, 2021 Tuesday 9:00 AM-10:00 AM Annual Evaluation Invitees: Downs, Kathryn; Vidal, Sergio 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn January 13, 2021 Wednesday 9:00 AM-9:30 AM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn 10:00 AM-12:00 PM EMT Bi-weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; James Henerey; Perez, Daisy; Pham, Steven; 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 12:30 PM-1:00 PM POA President Pensionable Compensation Update Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Medel, Lulu 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 2:00 PM-3:00 PM 1:1 Will & Kathryn Invitees: Andrade, Kristin; Downs, Kathryn; Holt, Will https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/9 2/24/2021 Finance Director Monthly Calendar I The City of Santa Ana 6:00 PM-8:00 PM Special Measure X Committee Oversight Committee Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Fran.Mancia@avenuinsights.com; Laura.Burnett@avenuinsights.com; Kassie.Radermacher@claconnect.com January 14, 2021 Thursday 9:00 AM-11:00 AM Mandatory COVID Training Invitees: Sangenito, Cindi; Lambert, Samantha; Castro, Omar; Knauerhaze, Tania; Sommers, Jennifer; Smiley, Ellen; Guzman, Elizabeth; Ortiz, Daniel; Ro, Sarah; Trinidad, Alexander; Yu, Jasmine; Vidal, Sergio; Barela, Waldo; Jimenez, Hector; Herschleb, Dan; Downs, Kathryn; Vargas, Mirella; Medel, Lulu; Perez, Sandy; Zuniga, Perla; Holt, Will 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn January 15, 2021 Friday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil January 18, 2021 Monday 7:30 AM-5:30 PM Holiday January 19, 2021 Tuesday https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/9 2/24/2021 Finance Director Monthly Calendar I The City of Santa Ana 9:00 AM-10:00 AM City of Santa Ana Bond and Validation Counsel Proposal Review Invitees: Michael Busch; Downs, Kathryn; Vidal, Sergio 10:00 AM-11:00 AM FY 20-21 Finance Budget Division Meeting - Treasury Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Holt, Will; Gutierrez, Alejandra; Rubio, Elizabeth; Sawalha, Hanan; Perez, Rosie 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 2:30 PM-3:30 PM FY 20-21 Finance Budget Division Meeting - Central Services Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Herschleb, Dan; Rubio, Elizabeth; Sawalha, Hanan; Perez, Rosie 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn 5:00 PM-8:00 PM City Council Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio January 20, 2021 Wednesday 9:00 AM-10:00 AM FY 20-21 Finance Budget Division Meeting - Accounting Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Rubio, Elizabeth; Sawalha, Hanan; Perez, Rosie 10:15 AM-11:15 AM FY 20-21 Finance Budget Division Meeting - Purchasing Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Perez, Sandy; Rubio, Elizabeth; Sawalha, Hanan; Perez, Rosie 3-D Accounting: Developments in Debt Disclosures and Derivatives - 11:00 AM-12:15 PM 3-D Accounting: Developments in Debt Disclosures and Derivatives - Jan 21 Invitees: Downs, Kathryn https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/9 2/24/2021 Finance Director Monthly Calendar I The City of Santa Ana 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 3:00 PM-3:30 PM 1:1 Lulu & Kathryn Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu 3:30 PM-4:00 PM CARES Act - OCFA & City of Santa Ana Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; RobertCortez@ocfa.org January 21, 2021 Thursday 9:00 AM-10:00 AM FY 20-21 Finance Budget Division Meeting - Payroll Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Medel, Lulu; Perez, Rosie; Sawalha, Hanan; Rubio, Elizabeth 10:15 AM-11:15 AM FY 20-21 Finance Budget Division Meeting - Management & Support Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Rubio, Elizabeth; Sawalha, Hanan; Perez, Rosie 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 2:00 PM-2:30 PM SEIU Invitees: Andrade, Kristin; Medel, Lulu; Scott-Leistra, Deborah; Smiley, Ellen; Hanes, Carrie; Downs, Kathryn 3:00 PM-4:00 PM FW: COVI D-19 Testing & Vaccines Invitees: Perez, Daisy; Downs, Kathryn; Mendoza, Steven; Rudloff, Lisa; Flores, David; Brown, Judson; Vidal, Sergio; Esparza, Enrique; Hernandez, Gil; Saba, Nabil; Rodriguez, Arturo; Fisher, Ethan; Eakins, Paul; Nunez, Alvaro 4:00 PM-5:00 PM FMSA Touch Base https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/9 2/24/2021 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn January 22, 2021 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed January 25, 2021 Monday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 3:00 PM-4:00 PM 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 January 26, 2021 Tuesday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn January 27, 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 7/9 2/24/2021 Finance Director Monthly Calendar I The City of Santa Ana 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; Scott-Leistra, Deborah 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 2:30 PM-3:00 PM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn 4:00 PM-5:00 PM Meeting with Resilience OC : City Budget and Prop 64 Funding January 28, 2021 Thursday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 2:00 PM-3:00 PM Continuing Disclosure Committee Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Funk, John; Vidal, Sergio; Ro, Sarah; Perez, Rosie 2:30 PM-3:30 PM Budget Update Meeting Invitees: Barela, Waldo; Arroyo, Francisco; Baik, Michelle; Carroll, Robert; Ciulla, Jack; De Jesus, Reichelle; Elepano, Jasmin; Espindola, Mario; Gomez, Daisy; Gorospe, Susan; Lambert, Samantha; Martinez, Leo; Melgar, Dina; Mercer, Margaret; Mitre -Ramirez, Norma; Mooradian, Sona; Mostafa, Haney; Perez, Daisy; Quezada, Patricia; Quintana, David; Ramdhani, Taira; Scott-Leistra, Deborah; Soto, Daniel; Sternberg, Brian; Torres, Melanie; Cardenas, Vanessa; Downs, Kathryn; Rubio, Elizabeth; Sawalha, Hanan; Vidal, Sergio 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 8/9 2/24/2021 Finance Director Monthly Calendar I The City of Santa Ana January 29, 2021 Friday 10:00 AM-10:30 AM Meeting w/Kathryn Downs, Finance Exec Dir Invitees: Ridge, Kristine; Downs, Kathryn 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 9/9 2/4/2021 Finance Director Monthly Calendar I The City of Santa Ana Kathryn Downs, Executive Dir Finance & Management Services Date / Time Description January 04, 2021 Monday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 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.; Pezeshkpour, Ali; Carvalho, Sonia R.; Hodge, Ryan; Saba, Nabil; Ciulla, Jack; McCann, Melanie January 05, 2021 Tuesday 11:00 AM-12:30 PM Staff Report and Workflow Training - PrimeGov Invitees: Gomez, Daisy; Houston, Nicole; Andrade, Kristin; Carroll, Robert; Cruz, Yesenia; Downs, Kathryn; Lambert, Samantha; Martinez, Leo; Mitre -Ramirez, Norma; Orozco, Norma; Ortiz, Daniel; Perez, Daisy; Quintana, David; Rossini, Laura; Scott-Leistra, Deborah; Soto, Daniel; Vazquez, Yasmin; Vidal, Sergio; Flores, Rosa; Gutierrez, Fatima; Morishima, Karen; Morris, Angie; Ortiz, Lorrie; Plotnik, Elizabeth; Saba, Nabil; Sangenito, Cindi; Torres, Melanie; Zurita, Bianca; Flores, Dora; Araiza, Fatima; Sonia Carvalho; Spencer Bigler; Aida Soto 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil January 06, 2021 Wednesday 10:15 AM-10:45 AM STAFF DISCUSSION Invitees: Le, Trang; Downs, Kathryn; Ro, Sarah; Trinidad, Alexander; Guzman, Elizabeth https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 1/8 2/4/2021 Finance Director Monthly Calendar I The City of Santa Ana 11:00 AM-12:00 PM Finance Communications Objectives Invitees: Eakins, Paul; Downs, Kathryn 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil January 07, 2021 Thursday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 2:00 PM-3:00 PM Special Council Meeting for Vaccine Distribution January 08, 2021 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed January 11, 2021 Monday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 3:00 PM-4:00 PM 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 January 12, 2021 Tuesday 9:00 AM-10:00 AM Annual Evaluation Invitees: Downs, Kathryn; Vidal, Sergio https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 2/8 2/4/2021 Finance Director Monthly Calendar I The City of Santa Ana 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn January 13, 2021 Wednesday 9:00 AM-9:30 AM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn 10:00 AM-12:00 PM EMT Bi-weekly Meeting Invitees: Ridge, Kristine; Carvalho, Sonia R.; James Henerey; Perez, Daisy; Pham, Steven; 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 12:30 PM-1:00 PM POA President Pensionable Compensation Update Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Medel, Lulu 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 2:00 PM-3:00 PM 1:1 Will & Kathryn Invitees: Andrade, Kristin; Downs, Kathryn; Holt, Will 6:00 PM-8:00 PM Special Measure X Committee Oversight Committee Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; Fran.Mancia@avenuinsights.com; Laura.Burnett@avenuinsights.com; Kassie.Radermacher@claconnect.com January 14, 2021 Thursday 9:00 AM-11:00 AM Mandatory COVID Training https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 3/8 2/4/2021 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Sangenito, Cindi; Lambert, Samantha; Castro, Omar; Knauerhaze, Tania; Sommers, Jennifer; Smiley, Ellen; Guzman, Elizabeth; Ortiz, Daniel; Ro, Sarah; Trinidad, Alexander; Yu, Jasmine; Vidal, Sergio; Barela, Waldo; Jimenez, Hector; Herschleb, Dan; Downs, Kathryn; Vargas, Mirella; Medel, Lulu; Perez, Sandy; Zuniga, Perla; Holt, Will 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn January 15, 2021 Friday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil January 18, 2021 Monday 7:30 AM-5:30 PM Holiday January 19, 2021 Tuesday 9:00 AM-10:00 AM City of Santa Ana Bond and Validation Counsel Proposal Review Invitees: Michael Busch; Downs, Kathryn; Vidal, Sergio 10:00 AM-11:00 AM FY 20-21 Finance Budget Division Meeting - Treasury Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Holt, Will; Gutierrez, Alejandra; Rubio, Elizabeth; Sawalha, Hanan; Perez, Rosie 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 2:30 PM-3:30 PM FY 20-21 Finance Budget Division Meeting - Central Services https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 4/8 2/4/2021 Finance Director Monthly Calendar I The City of Santa Ana 4:00 PM-5:00 PM 5:00 PM-8:00 PM January 20, 2021 Wednesday 9:00 AM-10:00 AM 10:15 AM-11:15 AM 11:00 AM-12:15 PM 1:30 PM-2:00 PM 3:00 PM-3:30 PM 3:30 PM-4:00 PM January 21, 2021 Thursday 9:00 AM-10:00 AM Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Herschleb, Dan; Rubio, Elizabeth; Sawalha, Hanan; Perez, Rosie FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn City Council Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio FY 20-21 Finance Budget Division Meeting - Accounting Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Ro, Sarah; Rubio, Elizabeth; Sawalha, Hanan; Perez, Rosie FY 20-21 Finance Budget Division Meeting - Purchasing Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Perez, Sandy; Rubio, Elizabeth; Sawalha, Hanan; Perez, Rosie 3-D Accounting: Developments in Debt Disclosures and Derivatives - 3-D Accounting: Developments in Debt Disclosures and Derivatives - Jan 21 Invitees: Downs, Kathryn Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 1:1 Lulu & Kathryn Invitees: Andrade, Kristin; Downs, Kathryn; Medel, Lulu CARES Act - OCFA & City of Santa Ana Invitees: Andrade, Kristin; Downs, Kathryn; Vidal, Sergio; RobertCortez@ocfa.org FY 20-21 Finance Budget Division Meeting - Payroll Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Medel, Lulu; Perez, Rosie; Sawalha, Hanan; Rubio, Elizabeth https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 5/8 2/4/2021 Finance Director Monthly Calendar I The City of Santa Ana 10:15 AM-11:15 AM FY 20-21 Finance Budget Division Meeting - Management & Support Invitees: Barela, Waldo; Downs, Kathryn; Vidal, Sergio; Rubio, Elizabeth; Sawalha, Hanan; Perez, Rosie 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 2:00 PM-2:30 PM SEIU Invitees: Andrade, Kristin; Medel, Lulu; Scott-Leistra, Deborah; Smiley, Ellen; Hanes, Carrie; Downs, Kathryn 3:00 PM-4:00 PM FW: COVID-19 Testing & Vaccines Invitees: Perez, Daisy; Downs, Kathryn; Mendoza, Steven; Rudloff, Lisa; Flores, David; Brown, Judson; Vidal, Sergio; Esparza, Enrique; Hernandez, Gil; Saba, Nabil; Rodriguez, Arturo; Fisher, Ethan; Eakins, Paul; Nunez, Alvaro 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn January 22, 2021 Friday 8:00 AM-5:00 PM Santa Ana City Hall Closed January 25, 2021 Monday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 3:00 PM-4:00 PM 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 January 26, 2021 Tuesday https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 6/8 2/4/2021 Finance Director Monthly Calendar I The City of Santa Ana 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn January 27, 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; Scott-Leistra, Deborah 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 2:30 PM-3:00 PM Kathryn Downs, Finance Exec Dir (Standing Meeting) Invitees: Ridge, Kristine; Downs, Kathryn 4:00 PM-5:00 PM Meeting with Resilience OC : City Budget and Prop 64 Funding January 28, 2021 Thursday 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil 2:00 PM-3:00 PM Continuing Disclosure Committee Meeting Invitees: Andrade, Kristin; Downs, Kathryn; Funk, John; Vidal, Sergio; Ro, Sarah; Perez, Rosie 2:30 PM-3:30 PM Budget Update Meeting https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 7/8 2/4/2021 Finance Director Monthly Calendar I The City of Santa Ana Invitees: Barela, Waldo; Arroyo, Francisco; Baik, Michelle; Carroll, Robert; Ciulla, Jack; De Jesus, Reichelle; Elepano, Jasmin; Espindola, Mario; Gomez, Daisy; Gorospe, Susan; Lambert, Samantha; Martinez, Leo; Melgar, Dina; Mercer, Margaret; Mitre -Ramirez, Norma; Mooradian, Sona; Mostafa, Haney; Perez, Daisy; Quezada, Patricia; Quintana, David; Ramdhani, Taira; Scott-Leistra, Deborah; Soto, Daniel; Sternberg, Brian; Torres, Melanie; Cardenas, Vanessa; Downs, Kathryn; Rubio, Elizabeth; Sawalha, Hanan; Vidal, Sergio 4:00 PM-5:00 PM FMSA Touch Base Invitees: Andrade, Kristin; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Barela, Waldo; Medel, Lulu; Downs, Kathryn January 29, 2021 Friday 10:00 AM-10:30 AM Meeting w/Kathryn Downs, Finance Exec Dir Invitees: Ridge, Kristine; Downs, Kathryn 1:30 PM-2:00 PM Daily Conference Call with EMT and EOC Personnel Invitees: Valentin, David; Carroll, Robert; Claborn, Michael; EMT - Directors; Eakins, Paul; Esparza, Enrique; Flores, Rosa; Gominsky Jr, Kenneth; Paulson, Eric; Rhyner, Stephen; Saba, Nabil https://www.santa-ana.org/open-government/open-calendars/finance-director-monthly-calendar 8/8