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HomeMy WebLinkAbout04-2014 GUTIERREZ5/16/2014 http: // santa- ana,org /opengoWcalendar /fmsa/fg utierrez_Calendar.html 1/6 santa-ana.org/opengovicalendartFmse/fgutierrez—Calendar.html Executive Director of Finance and Management Services Agency, Francisco Gutierrez April 01, 2014 Tuesday 9:00 AM -9:30 AM Pre -Conf Call Discussion: Lawson Invitees: Gutierrez, Francisco; Cortez, Robert; Fruchter, Bruce; DePrat, Robert 11:00 AM -11:30 AM CONFERENCE CALL - STAFF TRANSITION Invitees: Santiano, Edith; Longobart, Rick; Gutierrez, Francisco 1:00 PM -2:00 PM Conf. Call with Adam Probolsky, Consultant Invitees: Carvalho, Sonia R.; Sonia.Carvalho @bbklaw.com; Rossini, Laura; Gutierrez, Francisco; roberta.kelley @bbklaw.com 2:30 PM -3:00 PM COSA Lawson Users Conference Call Invitees: Fruchter, Bruce; Gutierrez, Francisco; Cortez, Robert; DePrat, Robert; bmcmeekin @gfoa.org; Mike Mucha (MMucha @GFOA.org); rroque @gfoa.org; nadeenbid @comcast.net 2:30 PM -3:00 PM Conf. Call w/ GFOA & Pam Arends King re: Lawson Invitees: Carvalho, Sonia R.; Sonia.Carvalho @bbklaw.com; Gutierrez, Francisco; roberta.kelley @bbklaw.com 5:30 PM -8:00 PM City Council Meeting April 02, 2014 Wednesday 10:30 AM -12:00 PM Executive Management Team Meeting (EMT) Invitees: Cavazos, David; Brown, Scott (OCFA); Carvalho, Sonia R.; Fong, Nancy; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; 'Nancy Fong'; Raya, Edward; Rojas, Carlos; Sonia bbk; Trevino, Jay; 2:00 PM -3:00 PM Quarterly Sales Tax Monitoring Group Meeting Invitees: Duarte, Christine; Gutierrez, Francisco; Cortez, Robert; Barela, Waldo; Simon, Sandra; Ta, Bich; Holt, Will; Stephen Stark (Ste phen .Stark @MuniServices.com); Mary Flynn (Mary. Flynn @munise rvices.com) 3:30 PM -4:30 PM Call @ 3:30 p.m. Fieldman, Rolapp & Assoc to finalize the refunding strategy for the 1994A Bonds Invitees; 'Anna Sarabian'; Gutierrez, Francisco; James Fabian; Duque, Eddie; Cortez, Robert April 03, 2014 Thursday 9:30 AM -10:00 AM Call - City of Lafayette - Lawson Invitees: Fruchter, Bruce; 'Michelle Rue'; Cortez, Robert; DePrat, Robert; Gutierrez, Francisco 2:00 PM -3:00 PM Michael Busch RE: Parking Structure Options Invitees: Haluza, Karen; Gutierrez, Francisco April 04, 2014 Friday 9:00 AM -10:00 AM Lawson licensing @ City of Santa Ana - updated call meeting# Invitees: Andrew Nelson; DePrat, Robert; Gutierrez, Francisco; http: // santa- ana,org /opengoWcalendar /fmsa/fg utierrez_Calendar.html 1/6 5/16/2014 santa-ana.org/opengo\dcalendar/fmsalfguterrez — Calendar.html Cortez, Robert; Radic, Milanka; Knight, Debbie; Fruchter, Bruce 9:00 AM -10:00 AM Audit progress report Invitees: Ta, Bich; Barrera, Noe; Benavides, Angie; Blanquet- Lopez, Maria; Gee, Connie; Guzman, Elizabeth; Mendoza, Maria Isabela; Palacol, Marilyn; Robles, Nancy; Valadez, John; Gutierrez, Francisco; Ro, Sarah; Cortez, Robert 10:15 AM -11:15 AM Discuss Industrial Development Bonds Invitees: Gerardo, Karen; Kutner, Scott; Sanchez, Deborah; Gutierrez, Francisco; Carvalho, Sonia R. April 07, 2014 Monday 10:15 AM -10:45 AM I.T. Strategic Initiative Invitees: Gutierrez, Francisco; Duque, Eddie; Mostafa, Haney 11:00 AM -11:30 AM Parking Facilities Issues /Shane Silsby's Office Invitees: Cavazos, David; Gutierrez, Francisco 4:00 PM -5:00 PM Review 2013 -14 Investment Policy Invitees: Perez, Rosie; Gutierrez, Francisco; Cortez, Robert; Duarte, 3:00 PM -4:00 PM FW: Delivery /Discussion re Purchasing Contract & Credit Card Invitees: Duarte, Christine; Cortez, Robert; Gutierrez, Francisco; Perez, Sandy; Elmore, Vicki; Mancha, Minerva; Elizabeth "Beth" Davidson (elizabeth.l.davidson @jpmorgan.com); Jon Hansen (jon.r.hansen @jpmchase.com) 3:30 PM -4:30 PM General Fleet Meeting http: / / santa- ana.org /opengo\d calendar /fmsa/fgutierrez_Calendar.htmi 2/6 Christine; Mancha, Minerva April 08, 2014 Tuesday 9:00 AM -9:30 AM Legislative Status Update Meeting Invitees: Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Holt, Will 10:30 AM -11:30 AM Presentation /Finance, Econ. Development & Technology Meeting Invitees: Cavazos, David; Cortez, Robert; Gutierrez, Francisco April 09, 2014 Wednesday 10:00 AM -10:30 AM Francisco Gutierrez (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.; Fong, Nancy; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; 'Nancy Fong'; Raya, Edward; Rojas, Carlos; Sonia bbk; Trevino, Jay; 1:30 PM -2:00 PM Pre I.T. Strategic Focus Group Meeting Review Invitees: Gutierrez, Francisco; Mostafa, Haney 2:00 PM -3:00 PM I.T. Strategic Focus Group Invitees: Gutierrez, Francisco; Duque, Eddie; Huizar, Maria; Mostafa, Haney; Carvalho, Sonia R.; Haluza, Karen; Nguyen, Lynn; Mouet, Gerardo; Lyon, Tanya; Duran, Boris; Galvez, William E.; Foulkes, Matt; 'Sonia Carvalho (Sonia.Carvalho @bbklaw.com)' 3:00 PM -4:00 PM FW: Delivery /Discussion re Purchasing Contract & Credit Card Invitees: Duarte, Christine; Cortez, Robert; Gutierrez, Francisco; Perez, Sandy; Elmore, Vicki; Mancha, Minerva; Elizabeth "Beth" Davidson (elizabeth.l.davidson @jpmorgan.com); Jon Hansen (jon.r.hansen @jpmchase.com) 3:30 PM -4:30 PM General Fleet Meeting http: / / santa- ana.org /opengo\d calendar /fmsa/fgutierrez_Calendar.htmi 2/6 5/16/2014 santa-ana.org/opengovfcalendarifmsa/fgutierrez — CalendarAml Invitees: Santiano, Edith; Longobart, Rick; Gutierrez, Francisco; Anderson, Jim; Avalos, Joaquin; Blas, Albert; Carrillo, Antonio; Contreras, Ulice; Escobar, Jose; Esparza, Ruben; Flicker, Jared; Herrera, Luis; Kieng, Dara; Lynwood, Jesse; Manzo, Victor; Maynard, Angela; McHugh, Steve; Moreno, Juan; Navaja, William; Parmenter, Steve; Reeves, Jim; Riquier, Ed; Robinson, Aaron S.; Ross, Raymond; Sandoval, Sergio; Sosa, Edwin; Straut, Sidney; Thyr, Bob; Laugenour, Chris April 10, 2014 Thursday 9:00 AM -10:00 AM Meet & Confer re: Fleet Invitees: Flores, Rosa; Raya, Edward; Smiley, Ellen; Gutierrez, Francisco; Longobart, Rick; Jaime Lopez (Jaime. Lopez @seiu721.org); Lopez, Jaime; 'sergio.verino @seiu721.org'; Avalos, Joaquin; Cortez, Robert 10:00 AM -11:00 AM Ballot Measures Meeting Invitees: Rossini, Laura; adam @probolskyresearch.com; madrid @grassrootslab.com; nicki @grassrootslab.com; robb @grassrootslab.com; Barela, Rosa; Sonia.Carvalho @bbklaw.com; Carvalho, Sonia R.; Cavazos, David; Gutierrez, Francisco; Haluza, Karen; Foulkes, Matt; 11:00 AM -2:00 PM CSMFO: 2014 -15 Trends & Forecasting -Sales Tax, Property Tax, and Residual Revenue 4:00 PM -5:00 PM Water Study Update Invitees: Gutierrez, Francisco; Cortez, Robert; 'jfarnkopf @hfh - consultants.com'; 'Ibarbieri @hfh- consultants.com' April 11, 2014 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed April 14, 2014 Monday 9:00 AM -10:00 AM City of Santa Ana Water Refunding Bonds, Series 2014 Invitees: 'Michael P. Busch'; Gutierrez, Francisco; Jose A Vera (Public Finance); Thomas Z (Public Finance) ' 'Jacob; jcervantes @stifel.com; ramezcua @stifel.com; Cortez, Robert; Duque, Eddie; Galvez, William E.; Flores, Alma; Carvalho, Sonia R. 5:30 PM -7:00 PM Regular Fin, Econ Dev &Technology Council Committee Mtg Invitees: Gerardo, Karen; Benavides, David; Cortez, Robert; Fong, Nancy; Gutierrez, Francisco; Landry - Bayle, Shelly; Magallon, Becky; Martinez, Michele; Sandoval, Jose; Sarmiento, Vince; Woods, Gail; Rojas, Carlos; Morley, Marc; Cavazos, David; Martinez, Michele; Ullman, Muriel; Galvez, William E. April 15, 2014 Tuesday 3:00 PM -4:00 PM Parking Structure Management Invitees: Lomeli, Gabriela; Gutierrez, Francisco; Rodriguez, Arturo; Ingrid Ortega; 'Peter Cho'; Cuauhtemoc Martinez 5:30 PM -8:00 PM City Council Meeting April 16, 2014 Wednesday 7:00 AM -11:00 AM OC 2014 Regional Economic Outlook http: / / santa- ana.org /opengoV calendar /fmsaifgutierrez_Calendar.html 3/6 5/16/2014 santa - ana.org /openg o\dcalendar /fmsalfg utierrez_Calendar.html 10:00 AM -10:30 AM Francisco Gutierrez (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.; Fong, Nancy; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; 'Nancy Fong'; Raya, Edward; Rojas, Carlos; Sonia bbk; Trevino, Jay 1:30 PM -2:30 PM Discuss Infor Update Invitees: Gutierrez, Francisco; Cortez, Robert; Fruchter, Bruce; DePrat, Robert 3:30 PM -4:30 PM BI- WEEKLY MEETING WITH FINANCE EXEC DIRECTOR /FLEET MANAGER Invitees: Longobart, Rick; Gutierrez, Francisco April 18, 2014 Friday 9:00 AM -10:00 AM Audit progress report Invitees: Ta, Bich; Barrera, Noe; Benavides, Angie; Blanquet- Lopez, Maria; Gee, Connie; Guzman, Elizabeth; Mendoza, Maria Isabela; Palacol, Marilyn; Robles, Nancy; Valadez, John; Gutierrez, Francisco; Ro, Sarah; Cortez, Robert 10:30 AM -11:00 AM Lawson Status Review Invitees: Gutierrez, Francisco; Cortez, Robert; DePrat, Robert; Fruchter, Bruce 1:00 PM -2:00 PM Security and Customer Service Enhancements Invitees: Flores, Alma; Smiley, Ellen; Foulkes, Matt; Aguilar, John; Rojas, Carlos; Gominsky Jr, Kenneth; Landry - Bayle, Shelly; Sheldon, Brian; Haluza, Karen; Duarte, Christine; Gutierrez, Francisco; Link, Patricia; Poncedeleon, Rosa OCIAC; Brent Faulkner; Ibarra, Ruben 2:30 PM -3:30 PM Residential Street Bonds Invitees: Higgins, Taig; Galvez, William E.; Gutierrez, Francisco; Nguyen, Kenny; Cortez, Robert; Ta, Bich April 21, 2014 Monday 10:00 AM -11:00 AM South Main Corridor Tax Base - CM Request/ UUT - Arguments in Favor/ Federal Legislation Letter/ AB 1717 - CPUC Invitees: Holt, Will; Gutierrez, Francisco 2:00 PM -3:00 PM Santa Ana ROPS 14 -15 Invitees:Gutierrez, Francisco; Ta, Bich; Ro, Sarah April 23, 2014 Wednesday 9:00 AM -9:30 AM City of Santa Ana Lawson follow -up Invitees: 'Andrew Nelson'; Gutierrez, Francisco; Cortez, Robert 10:00 AM -10:30 AM Francisco Gutierrez (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.; Fong, Nancy; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; 'Nancy Fong'; Raya, Edward; Rojas, Carlos; Sonia http: /Isanta- ana.org /opengo4 calendar /fmsaifgutierroz_Calendar.html 4/6 5/16/2014 santa- ana.org /opengov/ calendar /fmsalfgutierrez_Calendar,html 9:30 AM -10:00 AM bbk; Trevino, Jay; 2:00 PM -3:00 PM I.T. Strategic Platform Group Meeting 11 :15 AM -12:00 PM Invitees: Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Mostafa, Haney; Hulzar, Maria; Carvalho, Sonia R.; Haluza, Karen; Foulkes, Matt; Nguyen, Lynn; Mouet, Gerardo; Raya, Edward; Lyon, 4:00 PM -5:00 PM Tanya; Duran, Boris; Galvez, William E.; Isonia.ca rva Iho @bbklaw.com' 4:30 PM -5:00 PM Infor Security Redesign / License Next Steps 5:30 PM -6:30 PM Invitees: Fruchter, Bruce; Gutierrez, Francisco; Cortez, Robert; April 29, 2014 DePrat, Robert Tuesday April 24, 2014 10:00 AM -10:30 AM Thursday Conference Call @ 11:30 a.m. Pacific (2:30 p.m. Eastern) RE: Santa 11:00 AM -11:30 AM 11:30 AM -12:15 PM Ana 1994A Lease Revenue Bonds - PLEASE NOTE NEW DIAL -IN NUMBER Invitees: Anna Sarabian; Presutti, Bevin ( bevin .presutti @nationalpfg.com); Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Barbara Flickinger ( barbara .flickinger @nationalpfg.com); James Fabian; bquint @qtllp.com 3:30 PM -5:00 PM Mid Managers Meeting Invitees: Ramirez, Teresa; Gutierrez, Francisco; Cortez, Robert; Aguilar, John; Gergen, Tom; Ta, Bich; Longobart, Rick; Duarte, Christine; DePrat, Robert April 25, 2014 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed April 28, 2014 Monday 8:30 AM -9:00 AM Week In Review I I I I I I http:// santaana. org/ opergou/ calendartfmsa /fgutierrez_Calendar.html 5/6 Invitees: Ramirez, Teresa; Gutierrez, Francisco 9:30 AM -10:00 AM DOF Letter Review Invitees: Gutierrez, Francisco; Carvalho, Sonia R.; Cavazos, David 11 :15 AM -12:00 PM PD Budget Update Invitees: Carroll, Robert; Rojas, Carlos; Gutierrez, Francisco; Cortez, Robert 4:00 PM -5:00 PM Monthly Investment Committee Meeting Invitees: Perez, Rosie; Gutierrez, Francisco; Cortez, Robert; Duarte, Christine; Ta, Bich; Mancha, Minerva 5:30 PM -6:30 PM PREY Committee Meeting April 29, 2014 Tuesday 10:00 AM -10:30 AM Fleet Invitees: Gutierrez, Francisco; Laugenour, Chris 11:00 AM -11:30 AM Sharon Barlow and Octavio Pina Invitees: Sarmiento, Vince; Gutierrez, Francisco 3:00 PM -4:00 PM Meet & Greet Invitees: Ta Bich; Cortez Robert Flores Jaime• Ro Sarah• I I I I I I http:// santaana. org/ opergou/ calendartfmsa /fgutierrez_Calendar.html 5/6 5/16/2014 santa- ana.org /openg ovlcalendar/fmsa/fg utierrez_Calendar.html Mendoza, Maria Isabela; Plaza, Reichelle; Le, Trang; Hervey, Tanya 4:00 PM -5:00 PM Parking Structure Improvements Invitees: Lomeli, Gabriela; Gutierrez, Francisco; Rodriguez, Arturo; Nguyen, Kenny April 30, 2014 Wednesday 10:00 AM -10:30 AM Francisco Gutierrez (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.; Fong, Nancy; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; 'Nancy Fong'; Raya, Edward; Rojas, Carlos; Sonia bbk; Trevino, Jay; http: / /santa- ana.org /opengo,i calendar /f ma/fgutierrez_Calendar.html 6/6