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HomeMy WebLinkAbout07-2013 GUTIERREZExecutive Director of Finance and Management Services Agency, Francisco Gutierrez July 01, 2013 Monday 2:00 PM -3:00 PM Bid Discussion Mtg. July 03, 2013 Invitees: Kurita, Debbie; Carvalho, Sonia R.; Sandoval, Jose; Huizar, Wednesday Maria; Gottlieb, Sandi; Holt, Will; Lawrence, Mark; Oberman, Linda; 8:30 AM -9:00 AM Morley, Marc; Gutierrez, Francisco; Duarte, Christine 6:00 PM -9:00 PM CITY COUNCIL MEETING 11:00 AM -11:30 AM Invitees: Gutierrez, Francisco July 02, 2013 Invitees: Gutierrez, Francisco; Gottlieb, Sandi Tuesday Disaster Recovery 9:00 AM -9:30 AM Discuss Office of Inspector General (OIG) Audit Report 3:00 PM -4:00 PM Invitees: Carvalho, Sonia R.; O'Rourke, Kevin; Gutierrez, Francisco; Gottlieb, Sandi 9:30 AM -11:30 AM Executive Management Team (EMT) July 04, 2013, Thursday Invitees: O'Rourke, Kevin; Debra Kurita; Ed Raya; Godinez, Raul; 12:00 AM -12:00 AM Gutierrez, Francisco; Huizar, Maria; Jill Arthur; Kevin O'Rourke; Mouet, Gerardo; Rojas, Carlos; Scott Brown; Sonia; Sonia Carvalho (Sonia.Carvalho @bbklaw.com); Trevino, Jay 11:30 AM -12:00 PM sign Payroll Wires /ACH Invitees: Gutierrez, Francisco 12:00 PM -2:00 PM Lunch with Budget Team Invitees: Gutierrez, Francisco; Kurita, Debbie; O'Rourke, Kevin; Raya, Ed; Cortez, Robert 2:00 PM -2:30 PM Intro: Piper Jaffray Co. & City of Santa Ana Invitees: Gutierrez, Francisco; russel.c.reyes @pic.com 4:00 PM -5:30 PM Council Accountability Measures Invitees: Kurita, Debbie; Huizar, Maria; Carvalho, Sonia R.; Gottlieb, Sandi; Mouet, Gerardo; Gutierrez, Francisco; Trevino, Jay; Godinez, Raul; Brown, Scott (OCFA); Raya, Edward; Rojas, Carlos July 03, 2013 Wednesday 8:30 AM -9:00 AM Bond /Debt Issuance Matrix Invitees: Gutierrez, Francisco; Cortez, Robert 11:00 AM -11:30 AM Finance, Economic Development, & Tech Committee & Misc Items Invitees: Gutierrez, Francisco; Gottlieb, Sandi 2:00 PM -2:30 PM Disaster Recovery Invitees: Gutierrez, Francisco; DePrat, Robert; Fruchter, Bruce 3:00 PM -4:00 PM Mike Busch, Urban Futures Invitees: Gutierrez, Francisco; O'Rourke, Kevin; Kurita, Debbie; Cortez, Robert July 04, 2013, Thursday 12:00 AM -12:00 AM Independence Day - Closed I July 05, 2013, Friday 12:00 AM -12:00 AM 9/80 City Hall Closed July OS, 2013 Monday 10:00 AM -11:00 AM Management Partners Report Invitees: Kurita, Debbie; Gutierrez, Francisco; Cortez, Robert 11:00 AM -12:00 PM Long -Term Contract Employees Meeting Invitees: Kurita, Debbie; Carvalho, Sonia R.; Raya, Edward; Gutierrez, Francisco; Galvez, William E.; Godinez, Raul 3:30 PM -4:30 PM Review Admin Procedures CDA Invitees: Cortez, Robert; Palacol, Marilyn; Gutierrez, Francisco; Mendoza, Maria Isabela; Gee, Connie; Ta, Bich; Valadez, John; Ramirez, Teresa July 09, 2013 Tuesday 10:30 AM -11:00 AM CDA- Finance Misc. Invitees: Gutierrez, Francisco; Gottlieb, Sandi 1:00 PM -2:00 PM Strategic Plan Community Forum Invitees: Kurita, Debbie; 'ruptegraff @managementpartners.com'; Trevino, Jay; Godinez, Raul; Mouet, Gerardo; Kutner, Scott; Gonzalez, Jose; Gutierrez, Francisco; 'apaul @managementpartners.com' 4:30 PM -5:00 PM Review Finance, Econ Dev & Tech Agenda Topics Invitees: Gottlieb, Sandi; Martinez, Michele; Gutierrez, Francisco; Gerardo. Karen July 10, 2013 Wednesday 9:00 AM -10:30 AM Budget Team Meeting Invitees: O'Rourke, Kevin; Kurita, Debbie; Gutierrez, Francisco; Cortez, Robert; Raya, Ed 11:00 AM -12:00 PM Legislative Updates Invitees: Cortez, Robert; Gutierrez, Francisco; Duque, Eddie; Holt, Will 3:00 PM-4:00 PM Executive Management Team (EMT) Invitees: O'Rourke, Kevin; Debra Kurita; Raya, Edward; Godinez, Raul; Gutierrez, Francisco; Huizar, Maria; Jill Arthur; Kevin O'Rourke; Mouet, Gerardo; Rojas, Carlos; Brown, Scott (OCFA); Sonia; Sonia Carvalho (Sonia.Carvalho @bbklaw.com); Trevino, Jay 4:30 PM -6:00 PM Farewell to Raul Godinez Invitees: Gutierrez, Francisco 4:30 PM -5:00 PM Medicare Provider Enrollment Revalidation /Wittman /Paramedic Services Program Invitees: Cortez, Robert; Gutierrez, Francisco; Duarte, Christine July 11, 2013 Thursday 8:00 AM -4:00 PM City Manager Interviews Invitees: O'Rourke, Kevin; Trevino, Jay; Rojas, Carlos; Gutierrez, Francisco; Mouet, Gerardo; Flores, Rosa I1 4:00 PM -6:30 PM EMT Goodbye for Raul Tuesday Invitees: O'Rourke, Kevin; 'Carvalho, Sonia'; Kurita, Debbie; Gottlieb, 9:00 AM -9:30 AM Sandi; Trevino, Jay; Huizar, Maria; Brown, Scott (OCFA); Godinez, Raul; Raya, Edward; Arthur, Jill; Mouet, Gerardo; Carvalho, Sonia R.; Gutierrez, Francisco; Rojas, Carlos; Kurita, Debbie July 12, 2013 Executive Management Team (EMT) Friday Invitees: O'Rourke, Kevin; Debra Kurita; Ed Raya; Godinez, Raul; 2:00 PM -3:00 PM Follow -up Strategic Plan Community Forum Mtg. Invitees: Trevino, Jay; Mouet, Gerardo; Lawrence, Mark; Kutner, Scott; 'apaul @managementpartners.com'; Gutierrez, Francisco; 1:00 PM -2:00 PM ' ruptegraff @managementpartners.com'; Gonzalez, Jose; Macedonio, Margarita; Kurita, Debbie 3:30 PM -4:00 PM Review of May Treasurer's Report Invitees: Gutierrez, Francisco; Duarte, Christine July 15, 2013 Maria; Mouet, Gerardo; Nguyen, Lynn Monday Water Update Process Review 8:30 AM -9:15 AM Water Update Review Invitees: Gutierrez, Francisco; Carvalho, Sonia R.; Sonia Carvalho 3:30 PM -4:30 PM (Sonia.Carvalho @bbklaw.com) 9:30 AM -10:00 AM Conf Call: Mike Busch Invitees: Gutierrez, Francisco 11:00 AM -12:00 PM RFCA Review w /R.Cortez Wednesday Invitees: Gutierrez, Francisco 6:00 PM -9:00 PM CITY COUNCIL MEETING July 16, 2013 Tuesday 9:00 AM -9:30 AM Meeting with: Sonia, Ed, Debbie, Jose, Fran Invitees: O'Rourke, Kevin; Carvalho, Sonia R.; Gonzalez, Jose; Gutierrez, Francisco; Raya, Edward; Kurita, Debbie 9:30 AM -11:30 AM Executive Management Team (EMT) Invitees: O'Rourke, Kevin; Debra Kurita; Ed Raya; Godinez, Raul; Gutierrez, Francisco; Huizar, Maria; Jill Arthur; Kevin O'Rourke; Mouet, Gerardo; Rojas, Carlos; Scott Brown; Sonia; Sonia Carvalho (Sonia.Carvalho @bbklaw.com); Trevino, Jay 1:00 PM -2:00 PM Council Accountability Measures Meeting Invitees: Kurita, Debbie; Gottlieb, Sandi; Trevino, Jay; Raya, Edward; Carvalho, Sonia R.; Gutierrez, Francisco; Brown, Scott (OCFA); Harrelson, Anthony; Galvez, William E.; Ramirez, Leticia; Huizar, Maria; Mouet, Gerardo; Nguyen, Lynn 2:00 PM -3:00 PM Water Update Process Review Invitees: O'Rourke, Kevin; Kurita, Debbie; Gutierrez, Francisco; Carvalho, Sonia R.; Galvez, William E.; Cortez, Robert 3:30 PM -4:30 PM IT Mobility Initiative Invitees: Gutierrez, Francisco; Cortez, Robert; Gergen, Tom; Lentz, Jim July 17, 2013 Wednesday 11:00 AM -12:00 PM Legislative Updates Invitees: Cortez, Robert; Gutierrez, Francisco; Duque, Eddie; Holt, IA Will 1:30 PM -2:30 PM Fleet Manager & Strategic Solutions Invitees: Longobart, Rick; 'Charlotte Whitney'; Gutierrez, Francisco 3:00 PM -4:00 PM Finance Task Briefing Invitees: O'Rourke, Kevin; Gutierrez, Francisco; Cortez, Robert July 18, 2013, Thursday 12:00 AM -12:00 AM Vacation (July 18 -26) July 19, 2013, Friday 12:00 AM -12:00 AM 9/80 City Hall Closed July 29, 2013 Monday 10:30 AM -12:00 PM Budget Team Meeting Invitees: O'Rourke, Kevin; Cortez, Robert; Kurita, Debbie; Gutierrez, Francisco; Raya, Edward July 30, 2013 Tuesday 9:30 AM -11:30 AM Executive Management Team (EMT) Invitees: O'Rourke, Kevin; Debra Kurita; Ed Raya; Godinez, Raul; Gutierrez, Francisco; Huizar, Maria; Jill Arthur; Kevin O'Rourke; Mouet, Gerardo; Rojas, Carlos; Scott Brown; Sonia; Sonia Carvalho (Son ia.Carvalho @bbklaw.com); Trevino, Jay 3:30 PM -5:00 PM 2013 Audit Engagement Meeting Invitees: Gutierrez, Francisco; Ta, Bich; Cortez, Robert; Carroll, Robert; Gorospe, Susan; Landry - Bayle, Shelly; Mercer, Margaret; Duarte, Christine; Ronak Desai; Erica Gonzalez, Christina Chen July 31, 2013 Wednesday 9:00 AM -10:30 AM Strategic Planning Ad Hoc Committee Mtg. Invitees: Kurita, Debbie; Martinez, Michele; Michele Martinez; Roman Reyna; Reyna, Roman; David Benavides (DBenavides @santa- ana.org); Mouet, Gerardo; Gutierrez, Francisco; Gonzalez, Jose; Lawrence, Mark; ruptegraff @managementpartners.com; Trevino, Jay; Cathy Standiford (cstandiford @managementpartners.com); apaul@managementpartners.com 3:30 PM -4:30 PM Bi -wkly Mtg w /Fleet Manager Invitees: Gutierrez, Francisco; Longobart, Rick