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HomeMy WebLinkAbout10-2013 GUTIERREZ11/14/13 w .santa- ana.org/ opengoVcalendar /fmsa/fgutierrez_Calendar.html Executive Director of Finance and Management Services Agency, Francisco Gutierrez October 01, 2013 Tuesday 9:30 AM -11:30 AM Executive Management Team (EMT) Invitees: Debra Kurita; Ed Rays; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; Rojas, Carlos; Scott Brown; Sonia; Sonia Carvalho (Sonia.Carvalho @bbklaw.com); Trevino, Jay October 02, 2013 Wednesday 10:15 AM -11:00 AM MGO & F. Gutierrez: SAS 99 Meeting Invitees: Gutierrez, Francisco; KLal2mgocpa.com; RDesai@mgocoa com 11:00 AM -11:45 AM Phone Discussion w/ Santa Ana Finance Director: Francisco Gutierrez (Oct 2 11:00 AM MST) Invitees: Gutierrez, Francisco; Mario Paniagua /BRD /PHX 2:00 PM -3:00 PM Budget Team Meeting Invitees: Kurita, Debra; Gutierrez, Francisco; Cortez, Robert; Raya, Edward; Carvalho, Sonia; Sonia Carvalho (scarvalho @santa - ana.org) October 03, 2013 Thursday Fitch Surveillance - Santa Ana Community Redevelopment Agency 9:00 AM -10:00 AM (CA) - Conference Call (Oct 3 09:00 AM PDT in Call# 888- 209 -2430 Profile# 732 5617) Invitees: Gutierrez, Francisco; Gorospe, Susan; Steven Leibof /SFR /F- I 10:00 AM -10:30 AM Ellen Smiley Meeting Invitees: Gutierrez, Francisco; Smiley, Ellen 11:00 AM -1:00 PM GFOA: Preparing or Updating Your Investment Policy (Webinar) 4:00 PM -4:30 PM Legislative Update Status Committee Meeting: Status Review Invitees: Duque, Eddie; Gutierrez, Francisco; Holt, Will; Cortez, Robert October 04, 2013 Friday 9:00 AM -10:30 AM FMSA Status Review Invitees: Gutierrez, Francisco; Cortez, Robert 2:00 PM -2:30 PM Jim Barnett (IT Contractors) Invitees: Gutierrez, Francisco; Barnett, Jim 3:00 PM -4:00 PM 457 Committee Meeting Invitees: Gutierrez, Francisco; Duarte, Christine; Duque, Eddie; marl @401kfe.com'; 'javier.obando @gwrs.com'; 'tisha.neal @gwrs.com' October 07, 2013 Monday 10:00 AM -11:00 AM PD Budget Review w ..santa- ana.org /opengo\W calendar /fmsa/fg utierrez_Calendar.html 1/5 11/14/13 www.santa-ana.org/opengov/calendar/frnsa/fgutierrez _Calendar.html Wednesday Invitees: Carroll, Robert; Rojas, Carlos; Gutierrez, Francisco; Cortez, 10 :30 AM -11:00 AM Robert 9:30 AM -10:00 AM 1 :30 PM -2:30 PM T.Gergen & F.Gutierrez (Information Services Update) Invitees: Gutierrez, Francisco; Gergen, Tom 1:30 PM -2:30 PM October 08, 2013 October 11, 2013 Tuesday Friday 9:30 AM -11:30 AM Executive Management Team (EMT) 12:00 AM -12:00 AM Invitees: Debra Kurita; Ed Raya; Gutierrez, Francisco; Huizar, Maria; 3:00 PM -4:00 PM Mouet, Gerardo; Rojas, Carlos; Scott Brown; Sonia; Sonia Carvalho Monday (Sonia.Carvalho @bbklaw.com); Trevino, Jay 9:00 AM -9:45 AM 2:00 PM -2:30 PM Technology Meeting Invitees: Gutierrez, Francisco; DePrat, Robert; Gergen, Tom October 09, 2013 Wednesday Michele Martinez (IT Project Review) 10 :30 AM -11:00 AM MGO I.T. & F. Gutierrez (IT Audit Review) 9:30 AM -10:00 AM Invitees: Gutierrez, Francisco; 'klai @mgocpa.com'; 'rdesai @mgocpa.com' 1:30 PM -2:30 PM Budget Team Meeting October 11, 2013 Invitees: O'Rourke, Kevin; Gutierrez, Francisco; Cortez, Robert; Friday Raya, Edward; Carvalho, Sonia; Sonia Carvalho (scarvalho @santa- 12:00 AM -12:00 AM ana.org) 3:00 PM -4:00 PM Strategic Planning - Community Survey Outreach Monday Invitees: Gutierrez, Francisco; Gonzalez, Jose; Macedonia, Margarita; 9:00 AM -9:45 AM 'Amy Paul (apaul @managementpartners.com)'; Green, Alex; Lawrence, Mark; Trevino, Jay; Kutner, Scott; Mouet, Gerardo; Kurita, Debbie 4:00 PM -4:30 PM Fleet Bi -wkly Meeting Invitees: Longobart, Rick; Gutierrez, Francisco October 10, 2013 Thursday 8:00 AM -9:00 AM Michele Martinez (IT Project Review) Invitees: Gutierrez, Francisco; Martinez, Michele 9:30 AM -10:00 AM Legislative Update Status Committee Meeting Invitees: Gutierrez, Francisco; Duque, Eddie; Cortez, Robert; Holt, Will October 11, 2013 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed October 14, 2013 Monday 9:00 AM -9:45 AM Candace Chromy, Heritage Museum Invitees: Tinajero, Sal; Lawrence, Mark; Duarte, Christine; Gutierrez, Francisco 1:30 PM -2:00 PM I.S. Presentation Review Invitees: Gutierrez, Francisco 5:00 PM -7:00 PM Finance, Econ Dev & Technology Council Committee Mtg www. santa- ana.org /opengogcalendarlfmsa/fg utierrez_Calendar.html 2/5 11/14/13 www..sante- ana.org /openg o\dcalendar /fmsa/fg utierrez_Calendar.html Invitees: Woods, Gail; Benavides, David; Fong, Nancy; Christensen, Angi; Ramirez, Teresa; Landry - Bayle, Shelly; Ousley, Mardy; Cortez, Robert; Magallon, Becky; Sandoval, Jose; Martinez, Michele; Sarmiento, Vince; Gutierrez, Francisco; Hernandez, Francisco; Kurita, Debbie; Gerardo, Karen October 15, 2013 Tuesday 9:30 AM -11:30 AM Executive Management Team (EMT) Invitees: Debra Kurita; Ed Raya; Godinez, Raul; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; Rojas, Carlos; Scott Brown; Sonia; Sonia Carvalho (Sonia.Carvalho @bbklaw.com); Trevino, Jay 4:15 PM -5:00 PM Strategic Planning Update Invitees: Reyna, Roman; Martinez, Michele; Kurita, Debbie; Gonzalez, Jose; Mouet, Gerardo; Benavides, David; Lawrence, Mark; Trevino, Jay; Kutner, Scott; Gutierrez, Francisco; Green, Alex; Macedonio, Margarita; Woods, Gail October 16, 2013 Wednesday 8:00 AM -10:30 AM AB1825 Sexual Harassment Prevention Training 10:30 AM -11:30 AM Strategic Planning Staff Committee Invitees: Macedonio, Margarita; Lawrence, Mark; Kutner, Scott; 'Amy Paul'; Gutierrez, Francisco; Gonzalez, Jose; Trevino, Jay; Mouet, Gerardo; Kurita, Debbie 2:00 PM -3:00 PM 800 MHz Countywide Coordinated Communications System (CCCS) Invitees: Kurita, Debbie; Rojas, Carlos; Gutierrez, Francisco; Carroll, Robert; Galvez, William E.; Horner, Tina; Kurita, Debbie 3:00 PM -4:00 PM Budget Team Meeting Invitees: Kurita, Debra; Gutierrez, Francisco; Cortez, Robert October 17, 2013 Thursday 8:40 AM -9:40 AM Candace Chromy, Heritage Museum Invitees: Gutierrez, Francisco; Pulido, Miguel; Duarte, Christine 3:00 PM -4:00 PM Public Records Review Invitees: Holt, Will; Cortez, Robert; Sandoval, Jose; Gutierrez, Francisco; Storck, Lisa October 18, 2013 Friday 9:00 AM -10:00 AM Audit progress report Invitees: Gutierrez, Francisco; Ta, Bich 10:00 AM -11:00 AM FMSA Status Review Invitees: Gutierrez, Francisco; Cortez, Robert 2:00 PM -3:00 PM Multi- Subject Q&A Invitees: Gutierrez, Francisco; Duque, Eddie October 21, 2013 Monday 6:00 PM -9:00 PM CITY COUNCIL MEETING w ..santa- ana.org /opengoV calendar /fmsa/fgutiorrez_Calendar.html 3/5 11/14/13 w ..santa- ana.org /opengov/ calendar /fmsa/fgutierrez_Calendar.html 10:00 AM -10:30 AM October 22, 2013 Tuesday 11:00 AM -1:00 PM 9:30 AM -11:30 AM Executive Management Team (EMT) 2:00 PM -2:30 PM Invitees: Debra Kurita; Ed Raya; Godinez, Raul; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; Rojas, Carlos; Scott Brown; Sonia; 3:00 PM -3:30 PM Sonia Carvalho (Sonia.Carvalho @ bbklaw.com); Trevino, Jay 4:00 PM -5:00 PM CMO & Ex. Dir FMS Francisco Gutierrez 4:00 PM -4:30 PM Invitees: Cavazos, David; Gutierrez, Francisco October 23, 2013 October 25, 2013 Wednesday Friday 8:45 AM -4:00 PM CRA Bond & Disclosure Workshop 12:00 AM -12:00 AM Invitees: Gutierrez, Francisco; Cortez, Robert; none @no_domain.com October 28, 2013 October 24, 2013 Thursday 10:00 AM -10:30 AM Finance Legislative Committee Invitees: Duque, Eddie; Gutierrez, Francisco 11:00 AM -1:00 PM GFOA: Debt Mngmnt -Gnrl Rvw /Web Seminar 2:00 PM -2:30 PM Jim Barnett Invitees: Gutierrez, Francisco; Barnett, Jim 3:00 PM -3:30 PM Update on Smart Conference Rm & Purchasing Remodel Invitees: Gutierrez, Francisco; Cortez, Robert; Aguilar, John 4:00 PM -4:30 PM Retaining Hans Nielsen Invitees: Gutierrez, Francisco; DePrat, Robert October 25, 2013 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed October 28, 2013 Monday 8:30 AM -9:00 AM Charitable Campaign Kick -off Rally 9:00 AM -10:00 AM FMSA RFCA Review Invitees: Gutierrez, Francisco; Cortez, Robert 2:00 PM -3:00 PM Public Works - Vehicle Replacement Invitees: Mercer, Margaret; Guillen, Pedro; Saba, Nabil; Longobart, Rick; Gutierrez, Francisco; Galvez, William E. 4:00 PM -4:30 PM Prep for Community Budget Outreach Meeting Invitees: Gutierrez, Francisco; Cavazos, David October 29, 2013 Tuesday 9:30 AM -11:30 AM Executive Management Team (EMT) Invitees: Debra Kurita; Ed Raya; Godinez, Raul; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; Rojas, Carlos; Scott Brown; Sonia; Sonia Carvalho (Sonia.Carvalho @bbklaw.com); Trevino, Jay 5:30 PM -7:30 PM Community Outreach: Budget & Strategic Plan Updates v, Kwd. santa- ana.org /opengodcalandar /fmsa/fg utierrez_Calendar.html 4/5 11/14/13 w .. santa- ana. org/ opengoVcalendar /fmsalfgutierrez_Calendar.htmi October 30, 2013 Wednesday 9:00 AM -10:00 AM Treasury Updates Invitees: Gutierrez, Francisco; Duarte, Christine 10:00 AM -10:30 AM Revenue Strategies Invitees: Cortez, Robert; Gutierrez, Francisco; Holt, Will 11:00 AM -12:00 PM County 800 Mhz. System Status Invitees: Carroll, Robert; Rojas, Carlos; Gutierrez, Francisco; Cortez, Robert 2:00 PM -3:00 PM 2nd Quarter Sales Tax Review Invitees: Duarte, Christine; Cortez, Robert; Fong, Nancy; Gottlieb, Sandi; Gutierrez, Francisco; Mary Flynn (Mary.Flynn @muniservices.com); Ta, Bich; Stephen Stark ( Stephen.Stark @Mun!Services.com) October 31, 2013 Thursday 11:00 AM -12:30 PM Debrief of Finance Committee & Smart Roam Status Invitees: Gutierrez, Francisco; Gergen, Tom; DePrat, Robert; Cortez, Robert w. santa- ana. org/ opengov dcalendar /fmsaifgutierroz_Calendar.html 5/5