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HomeMy WebLinkAbout04-2013 GUTIERREZI WI Executive Director of Finance and Management Services Agency, Francisco Gutierrez April 01, 2013 Monday 9:00 AM -9:30 AM RE: Santa Ana Other Funds DDR Invitees: Gorospe, Susan; Gutierrez, Francisco; Ta, Bich 9:45 AM -10:45 AM Budget Stabilization Study Status Mtg. Invitees: Uptegraff, Robyn; Gutierrez, Francisco; 'rupteg raff @ma nagementpa rtners.com' 6:00 PM -9:00 PM CITY COUNCIL MEETING Invitees: April 02, 2013 Tuesday 9:00 AM -10:00 AM Info Svcs Appl Budget Invitees: Gutierrez, Francisco; Cortez, Robert; Simon, Sandra; 9:00 AM -12:00 PM Barela, Waldo; DePrat, Robert 10:00 AM -11:30 AM Accounting Budget 2:00 PM -3:00 PM Invitees: Gutierrez, Francisco; Cortez, Robert; Simon, Sandra; 3:30 PM -5:00 PM Barela, Waldo; Ta, Bich 2:00 PM -2:30 PM City Manager recruitment (Regan Williams) 3:00 PM -4:30 PM Invitees: Smiley, Ellen; Ramirez, Teresa; Gutierrez, Francisco 4:00 PM -5:00 PM Treasury Monthly Meeting Invitees: Ramirez, Teresa; Gutierrez, Francisco; Duarte, Christine April 03, 2013 Wednesday 8:30 AM -9:30 AM Budget Team Meeting (Note time change) Invitees: O'Rourke, Kevin; Arthur, Jill; Raya, Edward; Gutierrez, 9:00 AM -12:00 PM Francisco; Cortez, Robert; Cortez, Robert 1:50 PM -2:10 PM Phone call w /F.Gutierrez & V.Sarmiento 2:00 PM -3:00 PM Invitees: Sarmiento, Vince; Gutierrez, Francisco 3:30 PM -5:00 PM Fleet Budget Invitees: Gutierrez, Francisco; Cortez, Robert; Simon, Sandra; 3:00 PM -4:30 PM Barela, Waldo; Longobart, Rick April 04, 2013 Thursday 8:45 AM -9:00 AM Panel Interview Briefing, Accountant II Invitees: Gutierrez, Francisco 9:00 AM -12:00 PM EMT Invitees: Gutierrez, Francisco 2:00 PM -3:00 PM Budget: PWA Invitees: Godinez, Raul; Cortez, Robert; Gutierrez, Francisco; Mercer, Margaret; Flores, Alma; Galvez, William E. 3:00 PM -4:30 PM Treasury Budget Invitees: Gutierrez, Francisco; Cortez, Robert; Simon, Sandra; Barela, Waldo; Duarte, Christine J April 08, 2013 Monday 9:30 AM -10:30 AM 11:00 AM -11:30 AM 2:00 PM -3:00 PM April 09, 2013 Tuesday 8:30 AM -9:30 AM 9:30 AM -11:30 AM April 10, 2013 Wednesday 9:00 AM -11:30 AM 2:30 PM -3:30 PM 3:30 PM -4:00 PM 5:10 PM -5:40 PM April 11, 2013 Thursday 9:00 AM -10:00 AM 11:00 AM -1:00 PM 1:30 PM -2:00 PM April 12, 2013 Friday 12:00 AM -12:00 AM • Housing Authority Full Managment Review Entrance Conference Invitees: Landry - Bayle, Shelly; Ta, Bich; Valadez, John; Zepeda, Miriam; Hull, Hongloan; Nguyen, Victoria; Foster, Linda; Teresa Ramirez (TRamirez @santa - ana.org) PARS- Annual Review Invitees: Duarte, Christine; 'Mitch Barker'; 'Shauna Volcan'; Gutierrez, Francisco; 'Veronica Martinez'; ' ahmed .khatib @highmarkcapital.com'; Duque, Eddie CM Budget Briefing Invitees: Gutierrez, Francisco; Kurita, Debbie FLEET RATES, AB2766 FUND, FUEL SAVINGS INCENTIVE PLAN Invitees: Gutierrez, Francisco; Santiano, Edith 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 Budget Team Meeting Invitees: O'Rourke, Kevin; Arthur, Jill; Raya, Edward; Gutierrez, Francisco; Cortez, Robert CSG Advisors Into Meeting Invitees: Gutierrez, Francisco; Ramirez, Teresa Mtg. Re: H. Cousine Invitees: Rojas, Carlos; Gutierrez, Francisco; Raya, Edward; Cortez, Robert; Carvalho, Sonia R.; Straka, Joseph; 'Sonia.Carvalho @ bbklaw.com'; 'Valerie Dimalanta'; Gallardo, Liduvina Other Funds and Accounts DDR Invitees: Gutierrez, Francisco; Gorospe, Susan Briefing Mtg. Invitees: Gutierrez, Francisco; Kurita, Debbie Results of PD Study Invitees: Gutierrez, Francisco; O'Rourke, Kevin HUD exit conference Invitees: Foster, Linda; Ta, Bich; Valadez, John; Gutierrez, Francisco; Hull, Hongloan; Zepeda, Miriam; Nguyen, Victoria; Arthur, Jill; Landry - Bayle, Shelly 9/80 City Hall Closed Invitees: H April 16, 2013 • April 15, 2013 Monday Executive Management Team (EMT) 10:00 AM -11:00 AM Smart Meters Invitees: Flores, Rosa; Godinez, Raul; Saba, Nabil; Duarte, Christine; Smiley, Ellen; Raya, Edward; Gutierrez, Francisco 11:00 AM -12:00 PM Review of April 16 Presentation 4:00 PM -5:00 PM Invitees: Gutierrez, Francisco; O'Rourke, Kevin; Cortez, Robert; ' robert.clark.leland @gmail.com'; 'Jan Perkins 5:00 PM -7:00 PM (jperkins @managementpartners.com)'; Kurita, Debbie 1:00 PM -2:30 PM Budget Presentation - Set -up Mtg Invitees: Lawrence, Mark; Gutierrez, Francisco; Cortez, Robert; Meyer, Ethan; Siegel, Mark 6:00 PM -9:00 PM CITY COUNCIL MEETING Invitees: Gutierrez, Francisco April 16, 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 (Sonia.Carvalho @bbklaw.com); Trevino, Jay 4:00 PM -5:00 PM Presentation Prep Invitees: Gutierrez, Francisco 5:00 PM -7:00 PM Council Study Session: Budget Workshop Invitees: O'Rourke, Kevin; rleland @managementpartners.com; Angelica Amezcua; Angie; Benavides, David; Martinez, Michele; Pulido, Miguel; Roman Reyna; Sarmiento, Vince; Tinajero, Sal; Ed Raya; Godinez, Raul; Gutierrez, Francisco; Huizar, Maria; Jill Arthur; Kevin O'Rourke; Mouet, Gerardo; Nancy Edwards; Rojas, Carlos; Scott Brown; Sonia; Sonia Carvalho (Son ia.Carvalho @bbklaw.com); Trevino, Jay; Michele Martinez April 17, 2013 Wednesday 9:00 AM -10:30 AM Budget Team Meeting Invitees: O'Rourke, Kevin; Arthur, Jill; Raya, Edward; Gutierrez, Francisco; Cortez, Robert; Cortez, Robert April 18, 2013 Thursday 8:30 AM -10:30 AM PEA Budget Meeting Invitees: Gutierrez, Francisco; Ramirez, Teresa April 19, 2013 Friday 9:30 AM -10:00 AM Budget Prep for CM Invitees: Gutierrez, Francisco; Ramirez, Teresa April 22, 2013 Monday 11:00 AM -11:45 AM Meet & Confer Prep Invitees: Gorospe, Susan; Gutierrez, Francisco; Storck, Lisa; Ta, Bich; Gottlieb, Sandi 1:00 PM -3:00 PM *OTC Budget Meeting • Invitees: Gutierrez, Francisco; Huizar, Maria; Raya, Edward; O'Rourke, Kevin; Kurita, Debbie; Cortez, Robert; Ramirez, Teresa 2:30 PM -3:00 PM Meet & Confer Final Prep /Strategy Invitees: Storck, Lisa; Carvalho, Sonia R.; Arthur, Jill; Ta, Bich; Gorospe, Susan; Gutierrez, Francisco; Gottlieb, Sandi April 23, 2013 Tuesday 9:30 AM -11:30 AM Executive Management Team (EMT) Invitees: O'Rourke, Kevin; Debra Kurita; Ed Raya; Godinez, Raul; 2:00 PM -3:00 PM Gutierrez, Francisco; Huizar, Maria; Jill Arthur; Kevin O'Rourke; 11:00 AM -1:00 PM Mouet, Gerardo; Rojas, Carlos; Scott Brown; Sonia; Sonia Carvalho 3:30 PM -4:30 PM (Sonia.Carvalho @bbklaw.com); Trevino, Jay 2:00 PM -3:00 PM DOF Conference call for Meet & Confer April 26, 2013 Invitees: Gutierrez, Francisco; Storck, Lisa 3:00 PM -5:00 PM Police Dept Budget Meeting 5:45 PM -7:45 PM Invitees: Gutierrez, Francisco; Ramirez, Teresa April 24, 2013 Wednesday 9:00 AM -10:30 AM Budget Team Meeting Invitees: O'Rourke, Kevin; Arthur, Jill; Raya, Edward; Gutierrez, 2:00 PM -3:00 PM Francisco; Cortez, Robert; Cortez, Robert 11:00 AM -1:00 PM PWA Budget Meeting 3:30 PM -4:30 PM Invitees: Gutierrez, Francisco; Ramirez, Teresa 2:00 PM -4:00 PM CDA Budget Meeting April 26, 2013 Invitees: Ramirez, Teresa; Gutierrez, Francisco; Cortez, Robert; Friday O'Rourke, Kevin; Kurita, Debbie; Raya, Edward; Arthur, Jill 5:45 PM -7:45 PM Follow up Meeting re Budget Policy Issues (Amezcua & Reyna) Invitees: Amezcua, Angelica; Cortez, Robert; Kurita, Debbie; Gutierrez, Francisco; Reyna, Roman; Raya, Edward; O'Rourke, Kevin April 25, 2013 Thursday 9:15 AM -10:45 AM Budget Policy Follow -up Mtg (Sarmiento) Invitees: Gutierrez, Francisco; Kurita, Debbie 2:00 PM -3:00 PM RFCA Team Meeting Invitees: Gutierrez, Francisco; Kurita, Debbie 3:30 PM -4:30 PM MEETING - EQUIPMENT REPLACEMENT FY 13 -14 AND FY 14 -15 Invitees: Gutierrez, Francisco; Santiano, Edith April 26, 2013 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed Invitees: April 29, 2013 Monday 9:00 AM -9:30 AM Meet W.Holt & C.Duarte Invitees: Gutierrez, Francisco 9:30 AM -10:00 AM Meet w /Tom Gerqen 0 I i April 30, 2013 • •nvitees: Tuesday Gutierrez, Francisco 10:00 AM -10:30 AM Meet w /Bob De Prat Invitees: Gutierrez, Francisco 11:00 AM -1:30 PM Budget Policy Follow -up Meeting (Benavides) Invitees: Benavides, David; O'Rourke, Kevin; Kurita, Debbie; Gutierrez, Francisco; Cortez, Robert; Raya, Edward 2:00 PM -2:30 PM Meet w/ Sandi Gottlieb on Budget Invitees: Gottlieb, Sandi; Gutierrez, Francisco 3:30 PM -5:00 PM Budget Policy Follow -up Meeting (Martinez & Tinajero) Invitees: Kurita, Debbie; O'Rourke, Kevin; Gutierrez, Francisco; Cortez, Robert; Raya, Edward; Tinajero, Sal 5:00 PM -6:30 PM Council Study Session Invitees: Gutierrez, Francisco April 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 (Sonia.Carvalho @bbklaw.com); Trevino, Jay 11:30 AM -1:30 PM PRCSA Budget Meeting Invitees: Gutierrez, Francisco; Ramirez, Teresa