Loading...
HomeMy WebLinkAbout06-2014 GUTIERREZ7/16/2014 santa-ana.org/opengov/calendarifrroa/fgutierrez—Calendar.html Executive Director of Finance and Management Services Agency, Francisco Gutierrez June 02, 2014 Monday 10:00 AM -11:30 AM SEC Municipalities Continuing Disclosure Cooperation Initiative, Part 2 Webinar June 03, 2014 Tuesday 9:00 AM -9:30 AM S &P Review Invitees: Gutierrez, Francisco; Ta, Bich; Duque, Eddie; Re, Sarah 11:30 AM -11:45 AM City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco 2:00 PM -3:00 PM Water Bond Invitees: Duque, Eddie; Gutierrez, Francisco; Saba, Nabil; Re, Sarah; Ta, Bich 3:00 PM -4:00 PM pre -EMT meeting re IT Strat Plnng Invitees: Mostafa, Haney; Gutierrez, Francisco; Duque, Eddie 5:30 PM -5:00 PM City Council Meeting June 04, 2014 Wednesday 10:00 AM -10:30 AM City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco 10:30 AM -11:30 AM Executive Management Team Meeting (EMT) Invitees: Cavazos, David; Carvalho, Sonia R.; Kutner, Scott; Macedonio, Margarita; Gallardo, Liduvina; Christensen, Angi; 'devinleonard @ocfa.org'; Woods, Gail; Trujillo, Rose Ann; Mouet, Gerardo; Raya, Edward; Lyon, Tanya; 'Rosalinda Gonzalez'; Ousley, Mardy; Galvez, William E.; Greene, Eileen; Lawrence, Mark; Ortiz, Lorrie; Ramirez, Teresa; Flores, Alma; Gerardo, Karen; Orozco, Norma; Cortez, Robert; Magallon, Becky; Haluza, Karen; Flores, Rosa; Huizar, Ana; Mitre - Ramirez, Norma; Barela, Rosa; Foulkes, Matt; Sonia bbk; Gutierrez, Francisco; Rojas, Carlos; Huizar, Maria; Garcia, Jorge (CMO) 3:00 PM -4:00 PM Granicus AppStore demo - Santa Ana, CA. Invitees: Casey Allan June 05, 2014 Thursday 9:00 AM -9:30 AM Pre - Investment Meeting Invitees: Gutierrez, Francisco; Duarte, Christine 9:30 AM -11:00 AM Monthly Investment Committee Meeting Invitees: Perez, Rosie; Gutierrez, Francisco; Cortez, Robert; Duarte, Christine; Ta, Bich; Mancha, Minerva; Duque, Eddie 11:00 AM -11:30 AM John Aguilar & Francisco Invitees: Gutierrez, Francisco; Aguilar, John 2:30 PM -3:30 PM Santa Ana Water Revenue Bonds, Series 2014: Conference Call http: // santa- ana. org/ opengoVcalendartfmsa /fgutierrez_Calendar.html 1/5 7/1612014 santa-ana.org/opengov/calendar/fmsalfgutierrez—Calendar.html Invitees: Jacob, Thomas Z (Public Finance); Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Ta, Bich; Flores, Alma; Galvez, William E.; Saba, Nabil; Carvalho, Sonia R.; Sandoval, Jose; kim.byrens @bbklaw.com'; 'mrunal.shah @bbklaw.com'; 'john.rottschaefer @ bbklaw.com'; 'Michael P. Busch'; 'johnp @urbanfuturesinc.com'; 'dkim @fulbright.com'; 'Young, Deborah'; 'teresa.fructuoso @bnymellon.com'; Imatthew.moon @bnymellon.com'; 'waldmansl3 @comcast.net'; 'Kim, Daniel'; Ro, Sarah; Roses, Rodolfo; Cervantes, James R (Public Finance); Amezcua, Raul (Public Finance) 4:00 PM -5:00 PM Continuing Disclosure Discussion Invitees: Duque, Eddie; Gutierrez, Francisco; Cortez, Robert June 06, 2014 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed June 09, 2014 Monday 9:30 AM -10:30 AM Water Bonds: POS & Water Rate Study Review Invitees: Ramirez, Teresa; Gutierrez, Francisco; Cortez, Robert; Ta, Bich; Palacol, Marilyn; Saba, Nabil 2:00 PM -3:00 PM PARS Annual ARS Meeting Invitees: Jennifer Meza 3:30 PM -4:00 PM DOF Update Invitees: Ro, Sarah; Gutierrez, Francisco; Ta, Bich; Gorospe, Susan June 30, 2014 Tuesday 9:00 AM -9:30 AM Legislative Status Update Meeting Invitees: Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Holt, Will 2:00 PM -3:00 PM Review of the New Municipal Advisor Rule Invitees: Perez, Rosie; Gutierrez, Francisco; Duarte, Christine; Ta, Bich; Ro, Sarah; Mancha, Minerva; Cortez, Robert June 11, 2014 Wednesday 7:30 AM -9:15 AM 2014 State of the City Address Invitees: Flores, Alma; Huizar, Maria; Carvalho, Sonia R.; Kutner, Scott; Raya, Edward; Gutierrez, Francisco; Mouet, Gerardo; Galvez, William E.; Haluza, Karen; devinleonard @ocfa.org; Rojas, Carlos 10:00 AM -10:30 AM City Manager (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; Barela, Rosa; Christensen, Angi; Flores, Rosa; Gallardo, Liduvina; Gerardo, Karen; Greene, Eileen; Magallon, Becky; Mitre - Ramirez, Norma; Orozco, Norma; Ortiz, Lorrie; Ousley, Mardy; Ramirez, Teresa; 'Rosalinda Gonzalez'; Trujillo, Rose Ann; Woods, Gail June 12, 2014 http: / /santa- ana.org /opengov/ calendar /fmsa/fgutierrez_Calendar.html 2/5 7/16/2014 santa-ana.org/opengovfcalendar/fmsalfgutierrez—Calendar.html Thursday 9:00 AM -10:00 AM Review Treasury Transition effective July 1st. Invitees: Mancha, Minerva; Gutierrez, Francisco; Vargas, Mirella; Chairez, Monica; Perez, Rosie 10:30 AM -11:15 AM Sharon Barlow, Santa Ana Merchants Assoc. Invitees: Sarmiento, Vince; Cavazos, David; Gutierrez, Francisco June 16, 2014 Monday 8:30 AM -9:00 AM Week In Review Invitees: Ramirez, Teresa; Gutierrez, Francisco 10:00 AM -11:00 AM BI- WEEKLY MEETING WITH FINANCE EXEC DIRECTOR /FLEET MANAGER Invitees: Longobart, Rick; Gutierrez, Francisco 11:00 AM -12:00 PM City of Santa Ana Audit Entrance Meeting (FY2014) Invitees: Erica Gonzalez; Gutierrez, Francisco; Katherine Lai; Francisco Colon, Director; Preeti Tilve; Daniel Ortiz- Lopez; Bich Ta; Sarah Ro June 17, 2014 Tuesday 9:00 AM -9:30 AM Budget Review Invitees: Gutierrez, Francisco; Cortez, Robert 10:30 AM -11:30 AM Santa Ana Financing Authority Water Revenue Refunding Bonds, Series 2014 Invitees: Jacob, Thomas Z (Public Finance); Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Ta, Bich; Ro, Sarah; Flores, Alma; Galvez, William E.; Saba, Nabil; Rosas, Rodolfo; Carvalho, Sonia R.; Sandoval, Jose; Kim Byrens; mrunal.shah @bbklaw.com; 'john.rottschaefer @ bbklaw.com'; Michael P. Busch; John Phan; 'dkim @fulbright.com'; Cervantes, James R (Public Finance); Amezcua, Raul (Public Finance) 5:30 PM -8:00 PM City Council Meeting June SS, 2014 Wednesday 10:00 AM -10:30 AM City Manager (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; Barela, Rosa; Christensen, Angi; Flores, Rosa; Gallardo, Liduvina; Gerardo, Karen; Greene, Eileen; Magallon, Becky; Mitre - Ramirez, Norma; Orozco, Norma; Ortiz, Lorrie; Ousley, Mar ly; Ramirez, Teresa; 'Rosalinda Gonzalez'; Trujillo, Rose Ann; Woods, Gail June 19, 2014 Thursday 2:00 PM -2:30 PM Treasury Manager Approvals - MUS, Bus Tax, Treasury, Investments Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, Monica; Vargas, Mirella; Ramirez, Teresa http: / / santa- ana.org /opengo,i calendar /fmsa/fgutierrez_Calendar.htmt 3/5 7/15/2014 hfp: / / santa- ana.org /openg ov /calendar /fmsa/fg utierrez_Calendar.html 415 santa-ana.org/opengovlcalendar/fmsa/fgutierrez—Calendar.htrnl June 20, 2014 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed June 23, 2014 Monday 8:30 AM -9:00 AM Week In Review Invitees: Ramirez, Teresa; Gutierrez, Francisco 10:00 AM -11:00 AM CDIAC Webinar: Regulatory Update -The Municipal Advisory Rules & Their Effect on Public Investment Invitees: Gutierrez, Francisco 2:00 PM -2:30 PM JP Morgan & City of Santa Ana Finance Invitees: Gutierrez, Francisco; Cortez, Robert; 'jon.r.hansen @jpmorgan.com'; 'kerwin.p.deese @jpmorgan.com'; 'shawn.dralle @jpmorgan.com'; ' bradley .a.schroeder @jpmorgan.com' 2:30 PM -3:00 PM Water Reserve Analysis 5- 31- 2014.xls Invitees: Palacol, Marilyn; Gutierrez, Francisco 3:00 PM -4:00 PM Mobility & Smart Room Review Invitees: Gutierrez, Francisco; Gergen, Tom June 24, 2014 Tuesday 9:00 AM -10:30 AM Budget Review Invitees: Gutierrez, Francisco; Cortez, Robert 10:30 AM -11:30 AM FEDT Agenda Review Invitees: Gutierrez, Francisco 5:00 PM -7:00 PM Special Finance, Econ Dev &Technology Council Committee Mtg Invitees: Gerardo, Karen; Benavides, David; Morley, Marc; Sarmiento, Vince; Christensen, Angi; Cortez, Robert; Gutierrez, Francisco; Landry - Bayle, Shelly; Martinez, Michele; Ousley, Mardy; Ramirez, Teresa; Sandoval, Jose; Rojas, Carlos; Cavazos, David; Martinez, Michele; Galvez, William E.; Haluza, Karen; Foulkes, Matt June 25, 2014 Wednesday 10:00 AM -10:30 AM City Manager (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 June 26, 2014 Thursday 9:00 AM -10:00 AM Monthly Investment Committee Meeting Invitees: Perez, Rosie; Gutierrez, Francisco; Duarte, Christine; Ta, Bich; Barela, Waldo; Mancha, Minerva; Ro, Sarah 10:00 AM -11:30 AM Payroll Staff Meeting Invitees: Gutierrez, Francisco hfp: / / santa- ana.org /openg ov /calendar /fmsa/fg utierrez_Calendar.html 415 7/16/2014 santa- ana. org/ opengov / calendar /fmsaffgutierrez_Calendar.html 1 , 2:00 PM -2:30 PM Meet & Greet - Rosa Schulte (Broker) Invitees: Perez, Rosie; Gutierrez, Francisco; Duarte, Christine; Mancha, Minerva June 27, 2014 Friday 9:00 AM -9:30 AM Central Services - Review of Current Projects Invitees: Gutierrez, Francisco; Herschleb, Dan; Cervantez, Javier June 30, 2014 Monday 3:30 PM -4:30 PM Conference Call: Santa Ana Financing Authority: Water Revenue Refunding Bonds, Series 2014 (Credit Presentation) Invitees: Jacob, Thomas Z (Public Finance); Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Ta, Bich; Ro, Sarah; Flores, Alma; Galvez, William E.; Saba, Nabil; Rosas, Rodolfo; Carvalho, Sonia R.; Sandoval, Jose; Michael P. Busch; Cervantes, James R (Public Finance); Amezcua, Raul (Public Finance); Kim Byrens (Kim.Byrens @bbklaw.com); mrunal.shah @bbklaw.com; 'dkim @fulbright.com' http: / /santa- ana.org /opengov/ calendar /fmsa/fgutierrez_Calendar.html 5/5