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HomeMy WebLinkAbout06-2016 GUTIERREZ7/18/2016 hftp:/Isanta-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.html 1/5 santa-are.org/opengov/calendar/fmsa/fgutierrez_C alendar.htm I Executive Dir Finance & Management Svcs (EM), Francisco Gutierrez June 01, 2016 Wednesday 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) 2:30 PM -3:00 PM PRCSA Budget Review Invitees: Cavazos, David; Gutierrez, Francisco; Mouet, Gerardo 3:30 PM -4:30 PM All Hands Conference Call re: Santa Ana AD No. 2015-01 (Warner Industrial Community) Invitees: Anna Sarabian; Cynthia Kugler; Ramirez, Teresa; nora.obrien@bbklaw.com; Nguyen, Kenny; wong.dennis@dorsey.com; ilse.vlach@usbank.com; Aguirre, Robert; warren.diven@bbklaw.com; Izarate@psomas.com; Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; James Fabian; Gabriel, Jason; peggy.graham@psomas.com June 02, 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 City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco 10:30 AM -11:00 AM GASB 68 for 06/30/16 Invitees: Ro, Sarah; Gutierrez, Francisco; Vidal, Sergio; Ortiz, Daniel 2:00 PM -2:30 PM Fleet Division Updates Invitees: Gutierrez, Francisco; Vidal, Sergio; Aguilar, John 2:30 PM -3:00 PM REVIEW REQUISITIONS IN BUDGET Invitees: Perez, Sandy; Simon, Sandra; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo 4:00 PM -4:30 PM First American Title escrow deposits/Wire Transfers/Check Pickups/AA Carryforward Invitees: Palacol, Marilyn; Vidal, Sergio; Ro, Sarah; Gutierrez, Francisco June 03, 2016 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed June 06, 2016 Monday 10:00 AM -11:00 AM RFCA Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Simon, Sandra 3:30 PM -4:00 PM WIC -Assessment District: Continuing Disclosure Portion of the Preliminary Official Statement (POS) Invitees: Castellon, Alvaro; Gutierrez, Francisco; nora.obrien@bbklaw.com June 07, 2016 Tuesday 9:00 AM -9:30 AM Procure America - Fred Armendariz, Michael Kerkorian Invitees: Christi Deverian; Gutierrez, Francisco; Vidal, Sergio; Aguilar, John; Navaja, William; Fred Armendariz; Michael Kerkorian 12:45 PM -1:15 PM Downtown Parking Weekly Meeting/Trolley Invitees: Cavazos, David; Negrete, Victor; Rodriguez, Arturo; Gutierrez, Francisco; hftp:/Isanta-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.html 1/5 7/18/2016 June 08, 2016 Wednesday 12:00 AM -12:00 AM Vacation (Jun 8-10) June 12, 2016 Sunday 9:00 AM -12:00 PM Downtown Street Breakfast June 13, 2016 Monday 9:00 AM -10:00 AM Update on Finance Items Invitees: Vidal, Sergio; Barela, Waldo; Castellon, Alvaro; Gutierrez, Francisco 10:00 AM -10:45 AM REVIEW REQUISITIONS IN BUDGET Invitees: Perez, Sandy; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Simon, Sandra 1:30 PM -2:15 PM RFCA Meeting - WIC Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro; Gonzalez, Miguel; Palacol, Marilyn 2:15 PM -4:00 PM WIC Tour Invitees: Gutierrez, Francisco; Castellon, Alvaro; Gonzalez, Miguel 5:00 PM -5:30 PM Business License Task Force Findings Invitees: Gutierrez, Francisco; Holt, Will; Jimenez, Ruben; Nielsen, Hans June 14, 2016 Tuesday 9:00 AM -9:30 AM June 14th Oversight Board Meeting -Conference Call Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; Michael Busch 9:30 AM -10:00 AM All Hands Conference Call re: Santa Ana AD No. 2015-01 (Warner Industrial Community) Invitees: Anna Sarabian; Cynthia Kugler; nora.obrien@bbklaw.com; Nguyen, Kenny; wong.dennis@dorsey.com; ilse.vlach@usbank.com; Aguirre, Robert; warren.diven@bbkiaw.com; Izarate@psomas.com; Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; James Fabian; Gabriel, Jason; peggy.graham@psomas.com; Rick Brandis (rbrandis@brandistallman.com); ntallman@brandistallman.com; dshaw@brandistallman.com; lemerson@brandistaliman.com 10:00 AM -10:30 AM Certs and Budget Review Invitees: Barela, Waldo; Gutierrez, Francisco 10:30 AM -11:00 AM Downtown Parking Weekly Meeting Invitees: Cavazos, David; Garcia, Jorge (CMO); Gutierrez, Francisco; Cortez, Robert; http://santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.html 2/5 Santa-ana.org/opengov/calendar/fm saffgutierrez_Calendachtm I Garcia, Jorge (CMO); Cortez, Robert 2:00 PM -2:30 PM Enterprise Fund Study Invitees: Flores, Rosa; Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio 2:30 PM -3:00 PM City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco 3:00 PM -3:30 PM Conference Call -WIC Assessment District Continuing Disclosure Invitees: Castellon, Alvaro; Gutierrez, Francisco 4:30 PM -5:30 PM HOLD - Orrick Invitees: Verlinich, Natalie; Gutierrez, Francisco; Vidal, Sergio; Hodge, Ryan; Cortez, Robert 5:30 PM -8:00 PM City Council Meeting June 08, 2016 Wednesday 12:00 AM -12:00 AM Vacation (Jun 8-10) June 12, 2016 Sunday 9:00 AM -12:00 PM Downtown Street Breakfast June 13, 2016 Monday 9:00 AM -10:00 AM Update on Finance Items Invitees: Vidal, Sergio; Barela, Waldo; Castellon, Alvaro; Gutierrez, Francisco 10:00 AM -10:45 AM REVIEW REQUISITIONS IN BUDGET Invitees: Perez, Sandy; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Simon, Sandra 1:30 PM -2:15 PM RFCA Meeting - WIC Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro; Gonzalez, Miguel; Palacol, Marilyn 2:15 PM -4:00 PM WIC Tour Invitees: Gutierrez, Francisco; Castellon, Alvaro; Gonzalez, Miguel 5:00 PM -5:30 PM Business License Task Force Findings Invitees: Gutierrez, Francisco; Holt, Will; Jimenez, Ruben; Nielsen, Hans June 14, 2016 Tuesday 9:00 AM -9:30 AM June 14th Oversight Board Meeting -Conference Call Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; Michael Busch 9:30 AM -10:00 AM All Hands Conference Call re: Santa Ana AD No. 2015-01 (Warner Industrial Community) Invitees: Anna Sarabian; Cynthia Kugler; nora.obrien@bbklaw.com; Nguyen, Kenny; wong.dennis@dorsey.com; ilse.vlach@usbank.com; Aguirre, Robert; warren.diven@bbkiaw.com; Izarate@psomas.com; Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; James Fabian; Gabriel, Jason; peggy.graham@psomas.com; Rick Brandis (rbrandis@brandistallman.com); ntallman@brandistallman.com; dshaw@brandistallman.com; lemerson@brandistaliman.com 10:00 AM -10:30 AM Certs and Budget Review Invitees: Barela, Waldo; Gutierrez, Francisco 10:30 AM -11:00 AM Downtown Parking Weekly Meeting Invitees: Cavazos, David; Garcia, Jorge (CMO); Gutierrez, Francisco; Cortez, Robert; http://santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.html 2/5 7/16/2016 santa-ana.org/opengov/calendar/fmsa/fgutierrez_C alendar.htmI Rodriguez, Arturo; Negrete, Victor 3:00 PM -3:30 PM Oversight Board Meeting Invitees: Bernal, Sarah; Gorospe, Susan; Hodge, Ryan; T Clark; Tina Allred June 15, 2016 Wednesday 10:00 AM -10:30 AM Santa Ana Call to Discuss School District Assessment Invitees: Nora OBrien; Warren Diver; Gutierrez, Francisco; Vidal, Sergio; Castellon, 10:00 AM -11:00 AM Alvaro; 'James Fabian'; 'Anna Sarabian' 10:30 AM -12:00 PM EMT Meeting 1:30 PM -2:30 PM Invitees: Cavazos, David; Raya, Edward; Huizar, Maria; Lawrence, Mark; Haghani, Hassan; Cortez, Robert; Rojas, Carlos; Flores, Alma; Gutierrez, Francisco; Carvalho, June 21, 2016 Sonia R.; Mouet, Gerardo; Garcia, Jorge (CMO); Dave OCFA Anderson; Mousavipour, Tuesday Fred; Castro -Cardenas, Julie; Escamilla, Manuel; Soto, Daniel; Sonia Carvalho(Son ia.Carvalho@bbklaw.com) 2:00 PM -2:30 PM City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco 3:00 PM -4:00 PM Purchase Card Policy Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Ortiz, Daniel 4:00 PM -5:00 PM Response to PWA Personnel Issue Invitees: Cortez, Robert; Raya, Edward; Gutierrez, Francisco; Mousavipour, Fred June 16, 2016 Thursday 9:30 AM -10:00 AM Facilities & Fleet Maintenance Manager Application Review Invitees: Gutierrez, Francisco; Vidal, Sergio 10:00 AM -10:30 AM Weekly Budget Meetings Invitees: Cavazos, David; Cortez, Robert; Gutierrez, Francisco; Barela, Waldo; Vidal, Sergio 10:30 AM -11:15 AM MuniServices: Sales & Use Tax RFP Assessment Invitees: Castellon, Alvaro; fran.mancia@muniservices.com; Gutierrez, Francisco; Vidal, Sergio; Holt, Will; Barela, Waldo; Morley, Marc 2:00 PM -2:30 PM Summer Intern Meeting (A. Macias & F. Gutierrez) Invitees: Gutierrez, Francisco; maciasadriana50@gmail.com 4:00 PM -5:00 PM Monthly Investment Committee Meeting Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Castellon, Alvaro; Holt, Will; Mancha, Minerva; Perez, Rosie; Rubio, Elizabeth June 17, 2016 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed June 20, 2016 Monday 9:30 AM -10:00 AM Review Summer Interns Invitees: Gutierrez, Francisco; Barela, Waldo 10:00 AM -11:00 AM RFCA Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Simon, Sandra 1:30 PM -2:30 PM Warner Industrial Community Assessment District Pre -Tour Invitees: Castellon, Alvaro; Gutierrez, Francisco June 21, 2016 Tuesday http://santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.html 3/5 7/18/2016 sants-ana.org/opengov/calendar/fmsa/fgutlerrez-Calendachtm I 10:30 AM -11:00 AM Downtown Parking Weekly Meeting Invitees: Cavazos, David; Garcia, Jorge (CMO); Gutierrez, Francisco; Cortez, Robert; Rodriguez, Arturo; Negrete, Victor 1:00 PM -3:00 PM Tour of the Warner Industrial Community Assessment District Invitees: Castellon, Alvaro; Gutierrez, Francisco; Nguyen, Kenny; rbrandis@brandistallman.com; ntallman@brandistallman.com; Gonzalez, Miguel 3:30 PM -4:15 PM HDL: Sales & Use Tax RFP Assessment Invitees: Castellon, Alvaro; anickerson@hdlcompanies.com; Gutierrez, Francisco; Vidal, Sergio; Holt, Will; Barela, Waldo; Morley, Marc 5:30 PM -8:00 PM City Council Meeting June 22, 2016 Wednesday 8:30 AM -9:00 AM Due Diligence Call regarding Warner Industrial Community Financing Invitees: Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro 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; Reenters, 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 -2:00 PM City Manager (Standing Meeting) Invitees: Cavazos, David; Gutierrez, Francisco 4:00 PM -4:30 PM REVIEW REQUISITIONS IN BUDGET Invitees: Perez, Sandy; Gutierrez, Francisco; Barela, Waldo; Vidal, Sergio; Simon, Sandra June 23, 2016 Thursday 9:30 AM -10:00 AM Weekly Budget Meetings Invitees: Cavazos, David; Cortez, Robert; Gutierrez, Francisco; Barela, Waldo; Vidal, Sergio 10:30 AM -11:00 AM Receiverships Invitees: Simon, Sandra; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Ro, Sarah; Gee, Connie 2:00 PM -2:30 PM Fleet Division Updates Invitees: Gutierrez, Francisco; Vidal, Sergio; Aguilar, John June 24, 2016 Friday 9:30 AM -10:00 AM Parking and Downtown Maintenance Invitees: Cavazos, David; Gutierrez, Francisco; Rodriguez, Arturo 11:30 AM -1:30 PM Lunch Invitees: Barela, Waldo; Gutierrez, Francisco; Vidal, Sergio; Simon, Sandra; Castellon, Alvaro; Nguyen, Katrina; Mendoza, Sydney; Torres, Melanie; Gonzalez, Miguel 1:30 PM -2:00 PM Purchasing Credit Card Policy Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Ortiz, Daniel June 27, 2016 Monday 8:30 AM -9:00 AM Due Diligence Preliminary Review - WIC Assessment District Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio 2:00 PM -3:00 PM Discussion of Due Diligence Questions -WIC Assessment District http://santa-ana.org/opengov/calendar/fmsaifgutierrez-Calendar,html 4/5 7/18/2016 Santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.NnnI Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; Hodge, Ryan; Nguyen, Kenny; CH 3rd Floor Conference Room 309A June 28, 2016 Tuesday 2:00 PM -3:00 PM REVIEW PENDING REQUISTIONS Invitees: Perez, Sandy; Gutierrez, Francisco; Barela, Waldo; Simon, Sandra June 29, 2016 Wednesday 7:30 AM -9:00 AM State of the City 4:00 PM -4:30 PM Receiverships Invitees: Simon, Sandra; Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Gee, Connie; Barela, Waldo June 30, 2016 Thursday 9:00 AM -10:00 AM Santa Ana Due Diligence Call Invitees: Dan Shaw; jfabian@Fieldman.com; Nora OBrien; Hodge, Ryan; asarabian@fieldman.com; Nicki Tallman; Elizabeth Emerson; Rick Brandis; Gutierrez, Francisco; Vidal, Sergio; Nguyen, Kenny; Aguirre, Robert; Gabriel, Jason; Warren.Diven@bbklaw.com; Izarate@psomas.com; Peggy Graham 10:15 AM -10:45 AM Sign RFCA's Invitees: Flores, Rosa; Gutierrez, Francisco 2:30 PM -3:00 PM Farewell to Gail Woods 3:30 PM -4:00 PM Farewell to Sydney Mendoza (Budget) http://santa-ana.arg/opergov/calendar/fmsa/fgutierrez_Calendar.html 515