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3:00 PM -4:00 PM
<br />September 27, 2018
<br />Thursday
<br />9:00 AM -10:00 AM
<br />10:00 AM -10:30 AM
<br />10:30 AM -11:00 AM
<br />11:00 AM -12:00 PM
<br />3:00 PM -4:00 PM
<br />Page 6 of 6
<br />S&P Rating Call - Santa Ana 2018 Refunding TABs
<br />Invitees: Michael Mejia; Vidal, Sergio; Castellon, Alvaro; Ro, Sarah;
<br />Mendoza, Steven; Gorospe, Susan; Carvalho, Sonia R.; Hodge, Ryan;
<br />'Bill Bothwell (wbothwell@orrick.com)'; 'Kevin Hale
<br />(khale@orrick.com)'; 'Baxter, Sean'; 'Larry Sobel, Esq.
<br />(Isobel@orrick.com)'; 'Kim Byrens'; 'Mrunal Mehta Shah'; 'John
<br />Rottschaefer'; 'Michael Busch (michaelb@urbanfuturesinc.com)'; 'Doug
<br />Anderson (douga@urbanfuturesinc.com)'; 'Albert R. Reyes
<br />(Albert. Reyes@KutakRock.com)'; 'Farrell, Alyssa'; 'Yang, LI'; Amezcua,
<br />Ariana; Fernando Guerra; Carmen Vargas; Eric Rodriguez
<br />Discussion of Internal Service Fund and Cross Charges
<br />Invitees: Barela, Waldo; Pham, Steven; Ciulla, Jack; Torres, Melanie;
<br />Scott-Leistra, Deborah; Quintana, David; Aguilar, John; Simon, Sandra;
<br />Laugenour, Chris; Castellon, Alvaro; Holt, Will; Rubio, Elizabeth;
<br />Herschleb, Dan; Vidal, Sergio
<br />Monthly Investment Meeting
<br />Invitees: Perez, Rosie; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Holt,
<br />Will; Rodriguez, Arturo; Mancha, Minerva
<br />i 457 Pension Plan Call
<br />Invitees: Timothy Brockling; Castellon, Alvaro; Javier Obando; Vidal,
<br />Sergio
<br />City of Santa Ana - QB Implementation Status Meeting
<br />Invitees: Rachel Sarmiento; Castellon, Alvaro
<br />Conference Call -Holman Capital with Sergio Vidal, City of Santa; Lance
<br />Holman, Holman Capital Corporation
<br />Invitees: Lance Holman; Amezcua, Ariana; Vidal, Sergio
<br />September 28, 2018
<br />Friday
<br />9:15 AM -10:00 AM
<br />PERS
<br />Invitees: Pham, Steven; Vidal, Sergio; Hanes, Carrie
<br />11:00 AM -11:30 AM
<br />Meeting to Sign 457 docs
<br />Invitees: Godinez, Raul; Huizar, Maria; Vidal, Sergio
<br />11:30 AM -12:00 PM
<br />Business License Refund
<br />Invitees: Cortez, Robert; Vidal, Sergio; Holt, Will
<br />1:00 PM -2:00 PM
<br />Salary Matrix Removal with High Line
<br />Invitees: Meyer, Ethan; Knight, Debbie; Flores, Jaime; Mostafa, Haney;
<br />Martinez, Maria (Finance)
<br />BUSINESS PROCESSES ASSESSMENT & IMPLEMENTATION PLAN -
<br />3:00 PM -3:30 PMPWA
<br />!, Opportunity Matrix Priorities
<br />Invitees: Mercer, Margaret; Sweiss, Fuad; Galvez, William E.; Saba,
<br />Nabil; Guillen, Pedro; Ciulla, Jack; Vidal, Sergio; Vazquez, Yasmin;
<br />'., Gilbert, Hayley; Rosas, Rudy; Mercado, Danell; Mooradian, Sona
<br />http://www.santa-ana.org/opengov/calendar/fmsa/svidal_Calendar.html 10/8/2018
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