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HomeMy WebLinkAbout09-2014 GUTIERREZ10/23/2014 santa- ana. org/ opengov / calendar /fmsa/fgutierrez_Calendar.htm I Executive Director of Finance and Management Services Agency, Francisco Gutierrez September 01, 2014 Monday 12:00 AM -12:00 AM CLOSED: Labor Day September 02, 2014 Tuesday 9:30 AM -10:30 AM Review Water /Sewer Draft Report Invitees: Duque, Eddie; Gutierrez, Francisco; Ta, Bich; Ro, Sarah; Barela, Waldo; Simon, Sandra 12:00 PM -1:00 PM Certificates of Insurance Process Review Invitees: Gallardo, Liduvina; Carvalho, Sonia R.; 'Son !a.Carvalho @bbklaw.com'; Sandoval, Jose; Galvez, William E.; Higgins, Taig; Chesanek, Tyrone; Suter, Monica; Gutierrez, Francisco; Perez, Sandy; Ta, Bich; Ro, Sarah; Elmore, Vicki; Kellert, Valerie 5:30 PM -8:00 PM City Council Meeting September 04, 2014 Thursday 9:00 AM -10:00 AM BI- WEEKLY MEETING FINANCE EXEC DIR/FLEET MANAGER Invitees: Longobart, Rick; Gutierrez, Francisco 2:00 PM -2:30 PM NEC - Roberto Zampiglia Invitees: Zampiglia, Roberto; Gutierrez, Francisco 3:00 PM -3:30 PM Review C3 Contract /Budget Invitees: Gutierrez, Francisco; Cortez, Robert; Herschleb, Dan September 05, 2014 Friday 9:00 AM -9:30 AM FED1T Committee meeting review of capital needs Invitees: Barela, Waldo; Gutierrez, Francisco; Simon, Sandra; Castellon, Alvaro 2:00 PM -3:00 PM FUND 086 COST ALLOCATION PLAN REIMBURSEMENTS Invitees: Mercer, Margaret; Galvez, William E.; Gutierrez, Francisco; Gabriel, Jason; Elmore, Jered; Ta, Bich; Palacol, Marilyn September 08, 2014 Monday 11:00 AM -12:00 PM IT Assessment Proposal Evaluation Invitees: Mostafa, Haney; Cortez, Robert; Gergen, Tom; Garcia, Jorge (CMO); Schnabl, James; de la Riva, Carlos; Haluza, Karen; Foulkes, Matt; Burgan, Trevor; Mouet, Gerardo; Nguyen, Lynn; Gutierrez, Francisco; Duque, Eddie September 09, 2014 Tuesday 10:00 AM -11:00 AM Water Study w /John Farnkopf Invitees: Gutierrez, Francisco; Farnkopf, John 1:30 PM -2:00 PM 8th Floor Remodel & Funding Invitees: Cavazos, David; Gutierrez, Francisco; Cortez, Robert; Flores, http: /Isanta- ana.org /opengov /calendar /fm sa/fgutierrez_Calendar.htrn I 1/4 10/23/2014 Monday 11:00 AM -12:30 PM santa - ana.org/ opengov / calendar /fmsa/fgutierrez_Calendar.htm I Alma 2:00 PM -4:00 PM JP Morgan to visit City of Santa Ana Invitees: Kobayashi, Kathy; Hansen, Jon R; Deese, Kerwin P; Davidson, 2:00 PM -3:00 PM Elizabeth L; Mancha, Minerva; Perez, Rosie; Holt, Will; Gutierrez, Francisco; Ta, Bich; Barela, Waldo 4:00 PM -4:45 PM Review PowerPoint for FEDIT meeting 5:30 PM -7:00 PM Invitees: Barela, Waldo; Gutierrez, Francisco; Simon, Sandra; Castellon, Alvaro September 10, 2014 Robert; Martinez, Michele; Benavides, David; Sarmiento, Vince; Kutner, Wednesday Scott; Morley, Marc; Sanchez, Alex; Simon, Sandra; Barela, Waldo; 8:30 AM -9:00 AM Mgmt Aide Pre - Interview Panel Discussion September 16, 2014 Invitees: Gutierrez, Francisco 3:15 PM -3:45 PM City Vehicle Policy Invitees: Cavazos, David; Carvalho, Sonia R.; Gutierrez, Francisco; Flores, Alma September 11, 2014 Thursday 8:30 AM -9:30 AM Treasury Staff (Division -wide Meeting with Francisco) \ Discuss Treasury Employee Suggestion List Invitees: Gutierrez, Francisco 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 -3:00 PM General Fund Reserves Review Invitees: Castellon, Alvaro; Gutierrez, Francisco; Barela, Waldo; Simon, Sandra 3:30 PM -4:30 PM C3 Office Solutions Budget Review Invitees: Gutierrez, Francisco; Herschleb, Dan; 'tricias @c3os.com' September 12, 2014 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed September 15, 2014 Monday 11:00 AM -12:30 PM IT Assessment Oral Presentation: Avasant Invitees: Mostafa, Haney; Schnabl, James; de la Riva, Carlos; Haluza, Karen; Foulkes, Matt; Burgan, Trevor; Nguyen, Lynn; Cortez, Robert; Garcia, Jorge (CMO); Gutierrez, Francisco; Duque, Eddie; Gergen, Tom 2:00 PM -3:00 PM Review for FEDT Invitees: Gutierrez, Francisco; Barela, Waldo; Simon, Sandra; Castellon, Alvaro 5:30 PM -7:00 PM FEDT Council Committee Invitees: Ramirez, Teresa; Gutierrez, Francisco; Cavazos, David; Cortez, Robert; Martinez, Michele; Benavides, David; Sarmiento, Vince; Kutner, Scott; Morley, Marc; Sanchez, Alex; Simon, Sandra; Barela, Waldo; Castellon, Alvaro; Reenders, Kelly September 16, 2014 Tuesday http: / / santa- ana.org /opengov/ calendar /fmsa/fgutierrez_Calendar.html 214 10/23/2014 santa- ana. org/ opengov / calendar /fmsa/fgutierrez_Ca]endar.htm I 9:00 AM -10:00 AM Water /Sewer Rate Draft Report Review Invitees: Rosas, Rodolfo; Cortez, Robert; Gutierrez, Francisco; Saba, Nabil; Ta, Bich; Bui, Ann Tu -Anh 2:00 PM -3:30 PM IT Assessment Oral Presentation: Third Wave Invitees: Mostafa, Haney; Schnabl, James; de la Rive, Carlos; Haluza, Karen; Foulkes, Matt; Burgan, Trevor; Nguyen, Lynn; Cortez, Robert; Garcia, Jorge (CMO); Gutierrez, Francisco; Duque, Eddie; Gergen, Tom September 18, 2014 Thursday 9:00 AM -10:00 AM TA Bonds / Continuing Disclosure Invitees: Duque, Eddie; Gutierrez, Francisco; Michael P. Busch 10:00 AM -11:00 AM Treasury Weekly Meeting Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, Monica; Vargas, Mirella; Barela, Waldo September 19, 2014 Friday 10:15 AM -10:30 AM City Hall /Annex Vehicle Placement Invitees: Garcia, Jorge (CMO); Lawrence, Mark; Gutierrez, Francisco 2:00 PM -3:00 PM FMSA's Strategic Plan Projects Invitees: Simon, Sandra; Castellon, Alvaro; Barela, Waldo; Gutierrez, Francisco 3:30 PM -4:30 PM Single Use Accounts and P -Card Invitees: Mancha, Minerva; Gutierrez, Francisco; Holt, Will; DePrat, Robert; Nielsen, Hans; Chavez, Edgar; Ta, Bich; Elmore, Vicki; Perez, Rosie September 22, 2014 Monday 2:00 PM -2:30 PM Review of POPS 14 -15B Invitees: Ro, Sarah; Gutierrez, Francisco; Ta, Bich 4:30 PM -5:00 PM Business License Review Invitees: Reenders, Kelly; Gutierrez, Francisco; Morley, Marc September 23, 2014 Tuesday 10:00 AM -10:30 AM Intro Meeting with Kirk Conole Invitees: Maribel Larios; Gutierrez, Francisco; Kirk Conole 1:00 PM -4:00 PM CaIPERS CERBT (OPEB) Invitees: Gutierrez, Francisco 3:00 PM -4:00 PM Oversight Board Special Meeting Invitees: Ennis, Heather; Reenders, Kelly; Storck, Lisa; 'Clark, Thomas P. Jr.'; Gutierrez, Francisco; Ta, Bich; Ro, Sarah; Cavazos, David; 'joe.dixon @sausd.us'; 'John Acosta (johnbuzztop @sbcglobal.net)'; 'Julie Stroud (jastroud @aol.com)'; 'Linda Melendez (Im17171 @rsccd.edu)'; Magallon, Becky; Morley, Marc; Ousley, Marcy; 'Peter Hardash (hardash_peter @rsccd.edu)'; 'Rosa Bernal (Rosa. Bernal @SAUSD.US)'; Sarmiento, Vince; Tinajero, Sal; Gorospe, Susan 4:30 PM -5:30 PM MEETING - GRANTS AND GRANT WRITER AGREEMENT http: / /santa- ana.org /opengov/ calendar /fmsa/fgutierrez_Calendar.html 3/4 10/23/2014 2:30 PM -4:00 PM santa - ana.org /opengov /calendar /fm saffgutierrez_Calendar.htmI Invitees: Longobart, Rick; Laugenour, Chris; Gutierrez, Francisco; Barela, Waldo September 24, 2014 M2 Local Fairshare Funds - Review 3 -year expenditure requirement Wednesday Invitees: Palacol, Marilyn; Gutierrez, Francisco; Ta, Bich; Barela, Waldo; 12:00 PM -2:00 PM City Employee Health & Rideshare Fair 2:00 PM -3:00 PM Microsoft Surface 3 Deployment (Francisco Gutierrez) Invitees: Westman, Daren; Gutierrez, Francisco; Gutierrez, Edgar 4:00 PM -4:30 PM Interview September 26, 2014 Invitees: Nguyen, Katrina; Gutierrez, Francisco September 25, 2014 Thursday 9/80 City Hall Closed 10:00 AM -11:00 AM Treasury Weekly Meeting Monday Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, 10:00 AM -10:30 AM Monica; Vargas, Mirella; Barela, Waldo 11:00 AM -12:00 PM ITSP: IT Assessment Team Meeting Invitees: Mostafa, Haney; Nguyen, Lynn; Schnabl, James; de la Riva, September 30, 2014 Carlos; Foulkes, Matt; Burgan, Trevor; Elmore, Jared; Haluza, Karen; Tuesday Garcia, Jorge (CMO); Gutierrez, Francisco; Duque, Eddie; Gergen, Tom; 4:00 PM -4:30 PM Cortez. Robert 2:30 PM -4:00 PM Santa Ana: DefComp: Plan Administrator Committee Lineup Review Invitees: Duque, Eddie; Gutierrez, Francisco; Darren Stewart; Christopher Rowey 4:30 PM -5:00 PM M2 Local Fairshare Funds - Review 3 -year expenditure requirement Invitees: Palacol, Marilyn; Gutierrez, Francisco; Ta, Bich; Barela, Waldo; Simon, Sandra; Castellon, Alvaro 5:00 PM -6:00 PM Discuss Replacement Vehicles Invitees: Ramirez, Teresa; Gutierrez, Francisco; Barela, Waldo; Castellon, Alvaro; Perez, Sandy; Longobart, Rick; Laugenour, Chris September 26, 2014 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed September 29, 2014 Monday 10:00 AM -10:30 AM RFCA- 22C Replacement of Vehicles Review Invitees: Garcia, Jorge (CMO); Gutierrez, Francisco; Lawrence, Mark; Longobart, Rick; Mousavipour, Fred September 30, 2014 Tuesday 4:00 PM -4:30 PM Meeting: UUT Briefing Invitees: Cortez, Robert; Holt, Will; Gutierrez, Francisco http:// santa - ana.org/ opengov / calendar /fmsa/fgutierrez_Calendar.html 4/4