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HomeMy WebLinkAbout05-2016 GUTIERREZ6/14/2016 santa-ana.org/opengov/calendar/fm sa/fgutierrez_Calendar.htmI Executive Dir Finance & Management Svcs (EM), Francisco Gutierrez May 02, 2016 Monday 9:30 AM -10:00 AM Mater Dei Invitees: Cavazos, David; Garcia, Jorge (CMO); Carvalho, Sonia R.; Mousavipour, Fred; Gutierrez, Francisco; Higgins, Taig 10:00 AM -11:00 AM RFCA Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Simon, Sandra May 03, 2016 Tuesday 10:30 AM -11:00 AM Downtown Parking Weekly Meeting Invitees: Cavazos, David; Garcia, Jorge (CMO); Gutierrez, Francisco; Reenders, Kelly; Cortez, Robert; Rodriguez, Arturo; Negrete, Victor 2:00 PM -2:30 PM REQUISITIONS BUDGET REVIEW Invitees: Perez, Sandy; Barela, Waldo; Simon, Sandra 3:00 PM -4:00 PM RFP Revenue Auditing, Recovery, Reporting & Analysis- MGO Medical Marijuana Tax (Interview/Demonstration) Invitees: Castellon, Alvaro; Gutierrez, Francisco; Scott P. Johnson (sjohnson@mgocpa.com); Jim Godsey (jgodsey@mgocpa.com); rmacias@mgocpa.com; Benjamin Lau (blau@mgocpa.com); Holt, Will; Morley, Marc 5:30 PM -8:00 PM City Council Meeting May 04, 2016 Wednesday 10:00 AM -10:30 AM City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco; Mouet, Gerardo 10:30 AM -12:00 PM EMT Meeting Invitees: Cavazos, David; Raya, Edward; Huizar, Maria; Lawrence, Mark; Haghani, Hassan; Cortez, Robert; Rojas, Carlos; Flores, Alma; Reenders, Kelly; Gutierrez, Francisco; Carvalho, Sonia R.; Mouet, Gerardo; Garcia, Jorge (CMO); Dave OCFA Anderson; Mousavipour, Fred; Castro -Cardenas, Julie; Escamilla, Manuel; Soto, Daniel; Sonia Carvalho(Sonia. Carvalho@ bb klaw.com) 2:00 PM -3:00 PM Miscellaneous Fees Review Invitees: Simon, Sandra; Barela, Waldo; Vidal, Sergio; Mendoza, Sydney; Gutierrez, Francisco; Castellon, Alvaro; Nguyen, Katrina 3:00 PM -4:00 PM Warner Industrial Community Assessment District/Refunding of the TABS/457 Plan Invitees: Castellon, Alvaro; Gutierrez, Francisco May 05, 2016 Thursday 9:00 AM -9:30 AM Discuss Accounting Division Invitees: Ro, Sarah; Gutierrez, Francisco 9:30 AM -10:00 AM Liability Reserve Fund Review Invitees: Gutierrez, Francisco; Ro, Sarah; Palacol, Marilyn 10:00 AM -11:30 AM RFP Revenue Auditing, Recovery, Reporting & Analysis-HdL: Sales Tax, Hotel Visitor's Tax & Medical Marijuana Tax Invitees: Castellon, Alvaro; anickerson@hdlcompanies.com; Jennifer Pierce (j pierce@hdIcompanies.com); Gutierrez, Francisco; Holt, Will; Morley, Marc 2:30 PM -3:00 PM Weekly Budget Meetings Invitees: Cavazos, David; Cortez, Robert; Gutierrez, Francisco; Barela, Waldo; Vidal, Sergio 5:00 PM -6:30 PM Community Budget Meeting (5:30) http://santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.html 1/5 6/14/2016 santa-ana.org/opengov/calendar/fmsa/fguti errez_Ca]endar.him I Invitees: Barela, Waldo; Cavazos, David; Gutierrez, Francisco; Vidal, Sergio; Cortez, Robert; Castro -Cardenas, Julie; Simon, Sandra; Castellon, Alvaro; Nguyen, Katrina; Torres, Melanie; Mendoza, Sydney; Gonzalez, Miguel; Mousavipour, Fred; Gabriel, Jason May 06, 2016 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed May 09, 2016 Monday 9:30 AM -10:00 AM Mater Dei Invitees: Cavazos, David; Garcia, Jorge (CMO); Carvalho, Sonia R.; Mousavipour, Fred; Gutierrez, Francisco 2:30 PM -3:30 PM Trial Budget Briefing w/Councilmember Amezcua Invitees: Cavazos, David; Gutierrez, Francisco; Amezcua, Angelica 3:00 PM -4:30 PM All Hands Conference Call re: Santa Ana AD 2015-01 WIC Invitees: 'Anna Sarabian'; Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro; Gabriel, Jason; Nguyen, Kenny; Aguirre, Robert; warren.diven@bbklaw,com; nora.obrien@bbklaw.com; James Fabian; Izarate@psomas.com; peggy.graham@psomas.com; Cynthia Kugler May 10, 2016 Tuesday 9:30 AM -10:00 AM Preliminary Proposed Budget Presentation Invitees: Barela, Waldo; Nguyen, Katrina; Gutierrez, Francisco 10:30 AM -11:00 AM Downtown Parking Weekly Meeting Invitees: Cavazos, David; Garcia, Jorge (CMO); Gutierrez, Francisco; Reenders, Kelly; Cortez, http://santa-ana.org/opengov/calendar/fmsaifgutierrez_Calendar.html 2/5 Robert; Rodriguez, Arturo; Negrete, Victor 11:30 AM -12:00 PM Mater Dei Invitees: Cavazos, David; Carvalho, Sonia R.; Garcia, Jorge (CMO); Mousavipour, Fred; Gutierrez, Francisco; Higgins, Taig; Haghani, Hassan 12:00 PM -1:00 PM Trial Budget Briefing w/Councilmember Sarmiento Invitees: Cavazos, David; Sarmiento, Vicente; Gutierrez, Francisco 1:30 PM -2:00 PM Weekly Budget Meetings Invitees: Cavazos, David; Cortez, Robert; Gutierrez, Francisco; Barela, Waldo; Vidal, Sergio 2:00 PM -3:30 PM RFP Revenue Auditing, Recovery, Reporting & Analysis-MuniServices: Sales Tax, Property Tax, Utility Users' Tax, Hotel Visitors' Tax & Medical Marijuana Tax Interview/Demonstration Invitees: Castellon, Alvaro; Gutierrez, Francisco; Holt, Will; Morley, Marc; fran.mancia@muniservices.com 6:00 PM -7:00 PM Community Budget Meeting Invitees: Barela, Waldo; Cavazos, David; Gutierrez, Francisco; Vidal, Sergio; Cortez, Robert; Mousavipour, Fred; Gabriel, Jason; Simon, Sandra; Castellon, Alvaro; Mendoza, Sydney; Nguyen, Katrina; Torres, Melanie; Gonzalez, Miguel; Castro -Cardenas, Julie May 11, 2016 Wednesday 10:00 AM -10:30 AM City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco 10:30 AM -12:00 PM EMT Meeting Invitees: Cavazos, David; Raya, Edward; Huizar, Maria; Lawrence, Mark; Haghani, Hassan; Cortez, Robert; Rojas, Carlos; Flores, Alma; Reenders, Kelly; Gutierrez, Francisco; Carvalho, Sonia R.; Mouet, Gerardo; Garcia, Jorge (CMO); Dave OCFA Anderson; Mousavipour, Fred; Castro -Cardenas, Julie; Escamilla, Manuel; Soto, Daniel; Sonia Carvalho(Sonia. Carvalho@ bbklaw.com) 3:00 PM -4:30 PM 1Q 2016 Deferred Comp Fund Performance Review Invitees: 'Darren Stewart'; Castellon, Alvaro; Gutierrez, Francisco; Holt, Will; Vidal, Sergio; Christopher Rowey http://santa-ana.org/opengov/calendar/fmsaifgutierrez_Calendar.html 2/5 6/14/2016 santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar. him I May 12, 2016 Thursday 9:30 AM -10:00 AM Warner Industrial Community Bond Discussion Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah 11:00 AM -11:30 AM Santa Ana 2016 TAB - Kick Off Call - Refunding 2003 TABS May 18, 2016 Invitees: 'Lazalde, Vince (Public Finance)'; Gutierrez, Francisco; Isobel@orrick.com; Wednesday khale@orrick.com; kim.byrens@bbklaw.com; nora.obrien@bbklaw.com; Cervantes, James R 10:00 AM -10:30 AM (Public Finance); michaelb@urbanfuturesinc.com; DougA@urbanfuturesinc.com; mrunal.shah@bbklaw.com; williamr@urbanfuturesinc.com; Ro, Sarah; Vidal, Sergio May 16, 2016 EMT Meeting Monday Invitees: Cavazos, David; Raya, Edward; Huizar, Maria; Lawrence, Mark; Haghani, Hassan; 8:00 AM -9:00 AM Trial Budget Briefing w/Councilmember Reyna Invitees: Cavazos, David; Gutierrez, Francisco; Reyna, Roman 10:00 AM -10:30 AM Former RDA 2003 Bonds (South Main Project Area) Invitees: Gorospe, Susan; Gutierrez, Francisco; michaelb@urbanfuturesinc.com; Greg SooHoo 10:30 AM -11:30 AM RFCA Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Simon, Sandra 1:00 PM -2:00 PM Trial Budget Briefing w/Councilmember Benavides Thursday Invitees: Cavazos, David; Gutierrez, Francisco; Benavides, David; 9:30 AM -10:00 AM david.benavides@kidworksonline.org; Maria Tonga (Maria.Tonga@kidworksonline.org) May 17, 2016 Invitees: Cavazos, David; Cortez, Robert; Gutierrez, Francisco; Barela, Waldo; Vidal, Sergio Tuesday Conference Call with Keyser Marston Associates 10:30 AM -11:00 AM Downtown Parking Weekly Meeting 11:00 AM -11:30 AM Invitees: Cavazos, David; Garcia, Jorge (CMO); Gutierrez, Francisco; Reenters, Kelly; Cortez, Robert; Rodriguez, Arturo; Negrete, Victor 2:00 PM -3:30 PM MuniServices Quaterly Sales Tax Review Meeting Invitees: Holt, Will; Mancia, Fran (Fran. Man cia@ M u n iServices. com); Vidal, Sergio; Gutierrez, Francisco; Barela, Waldo; Morley, Marc; Castellon, Alvaro 5:30 PM -8:00 PM City Council Meeting May 18, 2016 Wednesday 10:00 AM -10:30 AM City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco 10:30 AM -12:00 PM EMT Meeting Invitees: Cavazos, David; Raya, Edward; Huizar, Maria; Lawrence, Mark; Haghani, Hassan; Cortez, Robert; Rojas, Carlos; Flores, Alma; Reenders, Kelly; Gutierrez, Francisco; Carvalho, Sonia R.; Mouet, Gerardo; Garcia, Jorge (CMO); Dave OCFA Anderson; Mousavipour, Fred; Castro -Cardenas, Julie; Escamilla, Manuel; Soto, Daniel; Sonia Carvalho(Sonia.Carvalho@bbklaw.com) 1:30 PM -2:30 PM RFP Sales Tax, Property Tax Discussion Invitees: Gutierrez, Francisco; Castellon, Alvaro; Holt, Will; Morley, Marc May 19, 2016 Thursday 9:30 AM -10:00 AM Weekly Budget Meetings Invitees: Cavazos, David; Cortez, Robert; Gutierrez, Francisco; Barela, Waldo; Vidal, Sergio 10:00 AM -10:30 AM Conference Call with Keyser Marston Associates Invitees: Castellon, Alvaro; Gutierrez, Francisco 11:00 AM -11:30 AM Warner Industrial RFCAs 6/7 and 6/21 Invitees: Palacol, Marilyn; Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah http://santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.html 3/5 6/14/2016 santa-ana.org/opengov/calendar/frn sa/fgutiorrez_Ca] endar. him l 2:00 PM -3:00 PM WIC Assessment District & Refunding of the TABS Invitees: Castellon, Alvaro; Gutierrez, Francisco May 20, 2016 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed May 23, 2016 Monday 10:00 AM -11:00 AM Kick-off Meeting w/Auditors & City Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; npatel@wndecpa.com; Ortiz, Daniel 3:00 PM -4:00 PM Limited Group Conference Call re: Santa Ana AD No. 2015-01 (Warner Industrial Community) Invitees: 'Cynthia Kugler'; Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro; Gabriel, Jason; Nguyen, Kenny; Aguirre, Robert; 'warren.diven@bbklaw.com'; 'nora.obrien@bbklaw.com'; James Fabian; Anna Sarabian; 'Izarate@psomas.com'; 'peggy.graham@psomas.com'; 'ilse.vlach@usbank.com'; 'wong.dennis@dorsey.com' May 24, 2016 Tuesday 9:00 AM -10;00 AM Monthly Investment Committee Meeting Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Castellon, Alvaro; Holt, Will; Mancha, Minerva; Perez, Rosie; Rubio, Elizabeth 2:00 PM -2:30 PM Monthly Review JP Morgan Chase Invitees: Gutierrez, Francisco; Mancha, Minerva 3:00 PM -4:00 PM Santa Ana - Kick Off Call Invitees: Lazalde, Vince (Public Finance); 'Michael Busch'; Bothwell, Bill W.; Hale, Kevin; 'Sobel, Larry D.'; Kim Byrens; Mrunal Mehta Shah; John Rottschaefer; Cervantes, James R (Public Finance); Amezcua, Raul (Public Finance); teresa.fructuoso@bnymellon.com; deborah,young@bnymellon.com; Gutierrez, Francisco; Vidal, Sergio; bta@santa-ana.org; Ro, Sarah; Gorospe, Susan; Sandoval, Jose; Carvalho, Sonia R.; Greg SooHoo; Scherer, Deborah; williamr@urbanfuturesinc.com May 25, 2016 Wednesday 9:00 AM -9:30 AM REVIEW REQUISITIONS IN BUDGET Invitees: Perez, Sandy; Simon, Sandra; Barela, Waldo; Gutierrez, Francisco 9:30 AM -10:30 AM Budget & City Councilmembers Health Benefit Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo 10:30 AM -12:00 PM EMT Meeting Invitees: Cavazos, David; Raya, Edward; Huizar, Maria; Lawrence, Mark; Haghani, Hassan; Cortez, Robert; Rojas, Carlos; Flores, Alma; Gutierrez, Francisco; Carvalho, Sonia R.; Mouet, Gerardo; Garcia, Jorge (CMO); Dave OCFA Anderson; Mousavipour, Fred; Castro -Cardenas, Julie; Escamilla, Manuel; Soto, Daniel; Sonia Carvalho(Sonia.Carvalho@bbklaw.com); Ciulla, lack 1:30 PM -2:30 PM City Council Health Benefits Invitees: Sonia.Carvalho@bbMaw.com; Carvalho, Sonia R.; Funk, John; Cavazos, David; Cortez, Robert; Gutierrez, Francisco; Raya, Edward; Vidal, Sergio 2:30 PM -6:00 PM Vacation May 26, 2016 Thursday 12:00 AM -12:00 AM Vacation May 27, 2016 http://santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.html 4/5 6/14/2016 Friday 12:00 AM -12:00 AM May 30, 2016 Monday 12:00 AM -12:00 AM May 31, 2016 Tuesday 10:30 AM -11:00 AM 2:30 PM -3:00 PM 3:15 PM -3:30 PM santa-ana.orglopengov/calendar/fmsa/fgutierrez_Calendar.htm I Vacation CLOSED: Memorial Day Downtown Parking Weekly Meeting Invitees: Cavazos, David; Garcia, Jorge (CMO); Gutierrez, Francisco; Reenders, Kelly; Cortez, Robert; Rodriguez, Arturo; Negrete, Victor Fiduciary Experts: Intro Meeting Invitees: Castellon, Alvaro; Maribel Larios Qmatic Steering Committee (Reps Requested) Email Invitees: Chairez, Monica; Gutierrez, Francisco; Holt, Will; Mancha, Minerva http://santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.html 5/5