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HomeMy WebLinkAbout07-2014 GUTIERREZ8/13/2014 santa-ana.org/opengov/calendarlfrnsa/fguf[errez—Calendar.html Executive Director of Finance and Management Services Agency, Francisco Gutierrez July 01, 2014 Tuesday 8:30 AM -9:00 AM Accounting Staff & Francisco: Updates Invitees: Ramirez, Teresa; Gutierrez, Francisco; Ta, Bich; Palacol, Marilyn; Ro, Sarah; Barrera, Noe; Benavides, Angie; Blanquet- Lopez, Maria; Gee, Connie; Guzman, Elizabeth; Mendoza, Maria Isabela; Robles, Nancy; Valadez, John; Hervey, Tanya; Le, Trang 11:00 AM -12:00 PM IT Strategic Plan Pre - Meeting Invitees: Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Mostafa, Haney 5:30 PM -8:00 PM City Council Meeting July 02, 2014 Wednesday 7:4S AM -8:45 AM Treasury Staff & Francisco: Transition Meeting Invitees: Gutierrez, Francisco; Mancha, Minerva; Holt, Will; Chairez, Monica; Vargas, Mirella; Amezcua, Angelica; Camacho, Daphne; Cazales, Elizabeth; Chavez, Alfonso; Chavez, Edgar; Garcia, Elena; Garcia, Rock; Guillen, Luzanna; Gutierrez, Alejandra; Jimenez, Hector; Jimenez, Ruben; Kelly, CL; Perez, Rosie; Pinon, Pedro; Ramirez, Christina; Ruiz, Arabia; Silva, Ken; Solorzano, Martha; White, Jo Ann; Readers, Meter 10:00 AM -10:30 AM City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco 10:30 AM -12:00 PM Executive Management Team Meeting (EMT) Invitees: Cavazos, David; Brown, Scott (OCFA); Carvalho, Sonia R.; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; Raya, Edward; Rojas, Carlos; Sonia bbk; 3:00 PM -4:00 PM IT Strategic Planning Group Invitees: Duque, Eddie; Carvalho, Sonia R.; Haluza, Karen; Foulkes, Matt; Mouet, Gerardo; Nguyen, Lynn; Duran, Boris; Galvez, William E.; Lyon, Tanya; Cortez, Robert; Raya, Edward; Gutierrez, Francisco; Mostafa, Haney; DePrat, Robert; Gergen, Tom July 03, 2014 Thursday 8:45 AM -9:00 AM Joint Labor Management Update Invitees: Gutierrez, Francisco; Jimenez, Hector 9:00 AM -10:00 AM Purchasing & A/R Staff: Current Projects & Updates Invitees: Gutierrez, Francisco; Cortez, Robert; Perez, Sandy; Heit, Sharon; Kellert, Valerie; Goods, Eva; Stocker, Donald; Elmore, Vicki; Munoz, Sandra; Vu, Thao 10:00 AM -11:00 AM Treasury weekly meeting Invitees: Mancha, Minerva; Gutierrez, Francisco; Chairez, Monica; Perez, Rosie; Vargas, Mirella 11:00 AM -11:30 AM Monica Chairez & Francisco July 04, 2014 Invitees: Gutierrez, Francisco; Chairez, Monica hftp: // santa - ana.org /opengo\d calendar /f sa/fgutierrez_Calerdar.html 1/6 8/13/2014 santa - ana.org /opengov/ calendar /fmsaffgutterrez_Calendar.html Friday 12:00 AM -12:00 AM 9/80 City Hall Closed July 07, 2014 Monday 9:00 AM -9:30 AM Budget Review - Current Projects 2:00 PM -3:30 PM Sales Tax Review Invitees: Duarte, Christine; Barela, Waldo; Cortez, Robert; Gutierrez, Francisco; Holt, Will; Ta, Bich; Mary Flynn (Mary. Flynn @muniservices.com); Doug Jensen (doug.jensen @muniservices.corn); Simon, Sandra I July 10, 2014 I http: / / santa- ana.org /opengoV calendar /fmsa /f`gutierrez_Calendar.html 2/6 Invitees: Gutierrez, Francisco; Cortez, Robert; Simon, Sandra; Barela, Waldo; Castellon, Alvaro 10:00 AM -10:30 AM Disclosure Committee Update Invitees: Duque, Eddie; Gutierrez, Francisco; Ta, Bich 10:30 AM -11:30 AM BI- WEEKLY MEETING WITH FINANCE EXEC DIRECTOR AND FLEET MANAGER Invitees: Longobart, Rick; Gutierrez, Francisco 11:30 AM -12:30 PM Purchasing Policies & Procedures Invitees: Carvalho, Sonia R.; 'Sonia.Carvalho @ bbklaw.com'; Gutierrez, Francisco; Cortez, Robert; 'Roberta.Kelley @bbklaw.com' July 08, 2014 Tuesday 9:00 AM -9:30 AM Legislative Status Update Meeting Invitees: Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Holt, Will 11:00 AM -11:30 AM Credit Presentation Discussion: Water Bonds Invitees: Jacob, Thomas Z (Public Finance); Gutierrez, Francisco; Duque, Eddie; Saba, Nabil; Galvez, William E.; Michael P. Busch; Cervantes, James R (Public Finance); Amezcua, Raul (Public Finance) 4:30 PM -5:00 PM FEDT Agenda Briefing Invitees: Gutierrez, Francisco; Cortez, Robert; Martinez, Michele; Kutner, Scott; Cavazos, David July 09, 2014 Wednesday 10:00 AM -10:30 AM OpenGov Training Webinar Invitees: Gutierrez, Francisco 10:30 AM -12:00 PM Executive Management Team Meeting (EMT) Invitees: Cavazos, David; Brown, Scott (OCFA); Carvalho, Sonia R.; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; Raya, Edward; Rojas, Carlos; Sonia bbk 11:30 AM -12:30 PM Santa Ana Financing Authority: Water Revenue Refunding Bonds, Series 2014 (S &P Rating Call) Invitees: Jacob, Thomas Z (Public Finance); ada m.torres @standa rda ndpoors.com; paul _dyson @standardandpoors.com; Gutierrez, Francisco; Duque, Eddie; Galvez, William E.; Saba, Nabil; Kim Byrens; Cervantes, James R (Public Finance); Amezcua, Raul (Public Finance); Cortez, Robert; Michael P. Busch 2:00 PM -3:30 PM Sales Tax Review Invitees: Duarte, Christine; Barela, Waldo; Cortez, Robert; Gutierrez, Francisco; Holt, Will; Ta, Bich; Mary Flynn (Mary. Flynn @muniservices.com); Doug Jensen (doug.jensen @muniservices.corn); Simon, Sandra I July 10, 2014 I http: / / santa- ana.org /opengoV calendar /fmsa /f`gutierrez_Calendar.html 2/6 8/13/2014 santa-ana.org/opengo\dcalendarlfmsa/fgutierrez—Calendar.htmi Thursday 9:30 AM -10:00 AM Qtrly Report of Investments Review Invitees: Gutierrez, Francisco; Holt, Will; Barela, Waldo; Mancha, Minerva; Perez, Rosie 10:00 AM -11:00 AM Treasury Weekly Meeting July 14, 2014 Monday 5:30 PM -7:00 PM Regular Fin, Econ Dev & Technology Council Committee Mtg Invitees: Gerardo, Karen; Benavides, David; Christensen, Angi; Cortez, Robert; Gutierrez, Francisco; Landry - Bayle, Shelly; Magallon, Becky; Martinez, Michele; Ousley, Mardy; Ramirez, Teresa; Sandoval, Jose; Sarmiento, Vince; Woods, Gail; Rojas, Carlos; Greene, Eileen; Morley, Marc; Cavazos, David; Martinez, Michele; Ullman, Muriel; Galvez, William E. July 15, 2014 Tuesday 11:00 AM -12:00 PM Continuing Disclosure Comm: Water Bond & PD Admin Discussion Invitees: Duque, Eddie; Ta, Bich; Ro, Sarah; Gutierrez, Francisco 5:30 PM -8:00 PM City Council Meeting July 16, 2014 Wednesday 10:00 AM -10:30 AM City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco 10:30 AM -12:00 PM Executive Management Team Meeting (EMT) http: // santa- ana.org /opengod calendar /fmsa /fgutierrez_Calendar.html 3/6 Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, Monica; Vargas, Mirella; Barela, Waldo 2:00 PM -3:00 PM BNY & City of Santa Ana Invitees: Gutierrez, Francisco; 'matthew.moon @bnymellon.com' 3:00 PM -3:30 PM Bond Counsel & financial advisor Invitees: Landry - Bayle, Shelly; Gutierrez, Francisco; Duque, Eddie 3:30 PM -4:30 PM Building Maint. Budget and Capital Review Invitees: Barela, Waldo; Gutierrez, Francisco; Castellon, Alvaro July 11, 2014 Friday 9:00 AM -9:30 AM RFCA Review Invitees: Gutierrez, Francisco; Goods, Eva; Barela, Waldo 10:00 AM -11:00 AM I.T. Strategic Plan meeting Invitees: Cortez, Robert; Gutierrez, Francisco; Mostafa, Haney; Duque, Eddie 2:00 PM -2:30 PM OCFA Invoice Review Invitees: Ramirez, Teresa; Gutierrez, Francisco; Cortez, Robert; Simon, Sandra 2:30 PM -3:00 PM Discuss Insurance Data Interface Invitees: Gutierrez, Francisco; Cortez, Robert; Perez, Sandy; Kellert, Valerie July 14, 2014 Monday 5:30 PM -7:00 PM Regular Fin, Econ Dev & Technology Council Committee Mtg Invitees: Gerardo, Karen; Benavides, David; Christensen, Angi; Cortez, Robert; Gutierrez, Francisco; Landry - Bayle, Shelly; Magallon, Becky; Martinez, Michele; Ousley, Mardy; Ramirez, Teresa; Sandoval, Jose; Sarmiento, Vince; Woods, Gail; Rojas, Carlos; Greene, Eileen; Morley, Marc; Cavazos, David; Martinez, Michele; Ullman, Muriel; Galvez, William E. July 15, 2014 Tuesday 11:00 AM -12:00 PM Continuing Disclosure Comm: Water Bond & PD Admin Discussion Invitees: Duque, Eddie; Ta, Bich; Ro, Sarah; Gutierrez, Francisco 5:30 PM -8:00 PM City Council Meeting July 16, 2014 Wednesday 10:00 AM -10:30 AM City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco 10:30 AM -12:00 PM Executive Management Team Meeting (EMT) http: // santa- ana.org /opengod calendar /fmsa /fgutierrez_Calendar.html 3/6 8/1312014 santa - ana.org/ opengov / calendar /fmsalfgut[errez_Calendar.html Invitees: Cavazos, David; Brown, Scott (OCFA); Carvalho, Sonia R.; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; Raya, Edward; Rojas, Carlos; Sonia bbk 2:00 PM -2:30 PM Treasury Project Review Invitees: Gutierrez, Francisco; Holt, Will 3:00 PM -3:30 PM Fleet Projects Review Invitees: Gutierrez, Francisco; Laugenour, Chris July 17, 2014 Thursday 9:00 AM -9:30 AM Water Bond Document Review Invitees: Duque, Eddie; Gutierrez, Francisco; Ta, Bich; Ro, Sarah; Saba, Nabil 10:00 AM -11:00 AM Treasury Weekly Meeting Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, Monica; Vargas, Mirella; Barela, Waldo 2:00 PM -4:00 PM JP Morgan Meeting /Access Training Invitees: Gutierrez, Francisco; Holt, Will; Mancha, Minerva; Barela, Waldo; Perez, Rosie; 'kathy.kobayashi @jpmorgan.com'; 'jon.r.hansen @jpmorgan.com'; 'kerwin.p.deese @jpmorgan.com'; 'e liza beth.l.davidson @j pmorga n.com' July 18, 2014 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed July 21, 2014 Monday 3:00 PM -4:00 PM Mid Managers Meeting Invitees: Gutierrez, Francisco; Aguilar, John; Ta, Bich; Gergen, Tom; DePrat, Robert; Holt, Will; Longobart, Rick 5:30 PM -6:00 PM Santa Ana 2014 Water: Pre - Pricing Call Invitees: McKean, Eric (Public Finance); Cervantes, James R (Public Finance); Amezcua, Raul (Public Finance); Stern, Benjamin (Los Angeles); Cheung, Ellen (Los Angeles); Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; michaelb @urbanfuturesinc.com; 'johnp @urbanfuturesinc.com'; Hamburger, Katherine (San Francisco); Ta. Bich July 22, 2014 Tuesday 10:00 AM -11:00 AM E2G2 Updates for City of Santa Ana Invitees: Gutierrez, Francisco; Holt, Will; 'craig.sunada @e2g2.com 10:00 AM -11:00 AM Review of draft COSA IT Assessment RFP Invitees: Cortez, Robert; Gutierrez, Francisco; Gergen, Tom; DePrat, Robert; Mostafa, Haney; Duque, Eddie 11:00 AM -11:30 AM Santa Ana 2014 Water: Final Pricing Call Invitees: McKean, Eric (Public Finance); Cervantes, James R (Public Finance); Amezcua, Raul (Public Finance); Stern, Benjamin (Los Angeles); Cheung, Ellen (Los Angeles); Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; michaelb @urbanfuturesinc.com; 'johnp @urbanfuturesinc.com'; Hamburger, Katherine (San Francisco); Ta, Bich http:// santa - ana.org /opengo4 calendar /fmsaifgutiorrez_Calendar.html 4/6 8/13/2014 santa - ana.org/ opengov/ calendarttmsa lfgutierrez— Calendar.html 2:00 PM -3:30 PM IT Consultant - Assessment Invitees: Cortez, Robert; Gutierrez, Francisco; Mostafa, Haney; Duque, Eddie; Gergen, Tam; DePrat, Robert July 23, 2014 Wednesday 10:00 AM -10:30 AM City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco 10:30 AM -12:00 PM Executive Management Team Meeting (EMT) Invitees: Cavazos, David; Brown, Scott (OCFA); Carvalho, Sonia R.; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; Raya, Edward; Rojas, Carlos; Sonia bbk 3:30 PM -4:30 PM BI- WEEKLY MEETING FINANCE EXEC DIR /FLEET MANAGER Invitees: Longobart, Rick; Gutierrez, Francisco July 24, 2014 Thursday 8:30 AM -9:00 AM Treasury Discussion Invitees: Gutierrez, Francisco; Holt, Will 10:00 AM -11:00 AM Treasury Weekly Meeting Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, Monica; Vargas, Mirella; Barela, Waldo 1:15 PM -2:00 PM RE: Comparison of allocations Invitees: John Farnkopf; Gutierrez, Francisco; Lauren Barbieri 2:00 PM -4:00 PM Review of draft COSA IT Assessment RFP - Part II Invitees: Cortez, Robert; Gutierrez, Francisco; Gergen, Tom; DePrat, Robert; Mostafa, Haney; Duque, Eddie 4:00 PM -4:30 PM Parking Issues Pre - Meeting Invitees: Gutierrez, Francisco; Rodriguez, Arturo; Eisen, Leigh July 25, 2014 Friday 9:30 AM -11:30 AM IT Consultant - Assessment Presentation Invitees: Cortez, Robert; Gutierrez, Francisco; Mostafa, Haney; Duque, Eddie; Gergen, Tom; DePrat, Robert 2:00 PM -3:00 PM PARS Presentation Invitees: Duque, Eddie; Gutierrez, Francisco July 28, 2014 Monday 10:00 AM -11:30 AM Cash & Investments Narrative Discussion Invitees: Mancha, Minerva; Gutierrez, Francisco; Barela, Waldo; Holt, Will; Perez, Rosie; Ro, Sarah; Ta, Bich 2:00 PM -3:30 PM IT Assessment RFP - Continuing Discussion Invitees: Cortez, Robert; Gutierrez, Francisco; Gergen, Tom; DePrat, Robert; Mostafa, Haney; Duque, Eddie 5:30 PM -7:00 PM PREY Council Committee July 29, 2014 Tuesday hUp: // santa - ana.org / opengov/ calendar /f` sa/fgutierrez— Calendar.html 5/6 8/13/2014 santa - ana.org/ opengov / calendar /fmsa/fgutierrez_Calendar.html 4:00 PM -5:00 PM Meet with Budget Staff Invitees: Barela, Waldo; Gutierrez, Francisco; Simon, Sandra; Castellon, Alvaro July 30, 2014 Wednesday 10:00 AM -10:30 AM Parking Garages in Downtown /Francisco, Leigh, Arturo Invitees: Cavazos, David; Gutierrez, Francisco; Eisen, Leigh 10:30 AM -12:00 PM Executive Management Team Meeting (EMT) Invitees: Cavazos, David; Brown, Scott (OCFA); Carvalho, Sonia R.; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; Raya, Edward; Rojas, Carlos; Sonia bbk http:// santa-ana.org/opengov/ calendar /fmsa/fgutiorrez_Calendar.html 6/6